Practice

The fiduciary rule would significantly change how advisors are compensated and is part of a global trend to increase investor protection, researchers say.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

On campuses nationwide, a pragmatic alliance between financial planning professors and working advisors is bringing about big changes in curriculum.

Creating the right playbook and calling the plays are key to your client's success.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

Advisors should highlight their skills on a personal level to separate themselves from digital counterparts.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

Focus on the those who exhibit self-discipline and lead balanced lives.