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Wheaton Wealth Partners reaches out to clients by "mind mapping" their emotional priorities first, then developing a plan and a portfolio.

Taxable account or tax-deferred? Where clients' investments are housed can be vital to total returns, but beware the pitfalls.

Advisors can use a focus on payout increases to create handsome total returns for their clients.

The markets have good years and bad years, but the impact on a client's investments depends on the timing.

Five years after the meltdown, advisors still face a crisis of confidence.

Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth.

Cambridge founder CEO Eric Schwartz is making big plans to preserve the firm's independence and viability for the long term - by giving away control now.

Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners

With $73 billion in new flows, ETFs offer some clear views of the major market trends.

Most advisors offer their services to the wealthy. The people honored here provide planning help to clients who can least afford it - and need it most.