Wealth Think

Here are some of the top questions advisors have when they consider outsourcing parts of their business operations to a third party.

A forced convalescence impels a top wealth management executive to practice some fundamental principles that he was usually too busy to perform.

This is the beginning of a relationship, so the process should more closely resemble a courtship begun on eHarmony than a purchase made via Craigslist.

The divide within the financial industry creates confusion that ultimately puts the financial security of everyday consumers at risk, write NAPFA execs Dave O'Brien and Geoffrey Brown.

The challenges women face -- earning less and living longer on average than their male counterparts -- greatly affect how they invest and what they're looking for in a planner.

Investor confusion over fiduciary standards won't disappear despite the efforts of the White House and the DOL, argues Jim Allen, head of capital markets policy in the Americas at the CFA Institute.

Banks have to invest in mobile technology in order to keep up with millennials. But bankers also need opportunities to rub shoulders with young customers — and small, conveniently-situated branches give them an opportunity to do so.

Industry trade groups argue that a fiduciary rule would make investment advice and retirement planning too expensive for low- to middle-income families. Here's what they really mean, according to Bloomberg View columnist Paula Dwyer.

A broad range of investors who have never thought about a family foundation can use donor-advised funds to pass on core values to heirs as part of their estate planning

If accomplished, the DOL's new fiduciary rules could be a much needed game changer at a time when Americans need help.