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Brian Leitner is senior vice president of practice management at Mariner Wealth Advisors.

Current risk tolerance questionnaires fail to add any perspective and context to what the risk score means. It's time to take a closer look.

These wealth management execs, among the best in the channel, oversee their teams in the midst of major industry changes brought on by technology, demographics and smaller branches.

Robert Crowe, through his lawyers, is arguing the facts of his case should prevent the SEC from bringing charges of securities fraud against him.

The shift to passive has caused much soul searching, not to mention cost cutting, at some of the world's biggest money managers.

The clock is ticking for the onset of an incredibly far-reaching new fiduciary rule. Here’s who it helps — and hurts.

Mark A. Sarlo, CEBS, is USI Consulting Group’s vice president and director of retirement plan services. Contact Mark at mark.sarlo@usicg.com or 860.368.2912.