Portfolio

Kathryn Dattomo will take over next month from a leader who doubled the planner group's membership and led efforts to enforce strict fiduciary standards.

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

The industry veteran explained at Future Proof why more financial advisors and their clients are looking outside traditional markets.

More than one-third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?

The current share of 84% of the industry's holdings at Charles Schwab, Fidelity, Pershing and LPL may not stay so big forever, according to Cerulli Associates.

The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.

The U.S. federal government is the country's largest employer, making it useful for planners to get familiar with the ins, outs and recent changes to its defined contribution plan.