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Lacking any formal codification or an accurate count of customers, the planning profession is struggling with some fundamental questions.

A new study found high rates of stress among professionals in the field, which is adjusting to a growing focus on work-life balance for employees.

After pinning down a client's interests and expectations of returns, the research and due diligence begins.

Yousef Abushanab is an ESG Analyst in RBC Global Asset Management's Corporate Governance and Responsible Investment group. Prior to joining RBC GAM in 2017, he worked for a global ESG research and ratings institution in Amsterdam, where he conducted research on governance practices of publicly listed companies and assisted with ratings analysis.

The industry's first "financial advisor assessment score" is showing wealth managers how they stack up.

The young and wealthy instead see more potential in assets like cryptocurrency, real estate and private equity, a study says.

Darren Fogarty is executive director of the Committee for Fee-Only Benefits Advisors, and a director at the Institute for the Fiduciary Standard.

The financial advisory firm cited recent conversations with the Federal Deposit Insurance Corp., where the current leadership is widely seen as unwelcoming of efforts to open new ILCs.