Practice

There is no one-size-fits-all approach, but there are demographic similarities, and a program manager should be able to identify them.

Advisors of the future are gravitating toward financial planning programs. Here are the schools on many students' short lists.

Was a complex product sold to a wealthy family that was only suitable for an institutional client?

Our legal expert discusses what happens when clients don't follow orders.

Problems arise when a parent adds a child's name to an asset or aids elderly loved one who needs assistance.

Almost 30% of households with more than $5 million to invest are using four or more advisors.

UBS financial advisors take on 10 emerging entrepreneurs.

You may be overlooking one of the best PR strategies an advisor could employ.

Finding the happy medium when it comes to splitting assets in a divorce requires the skills of the savviest of advisors.

Mercer’s U.S. outsourcing business has begun including retirement income from Financial Engines in its defined contribution platform. Financial Engines says its Financial Engines Income+ is the first retirement income solution designed specifically for 401(k) plans.