NAPFA

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

John helped found the coalition between the board, NAPFA and the FPA.

From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.

Hiring former professionals could help firms improve diversity in a field that’s still 84% male.

Most fortunes disappear by the time grandchildren have taken control.

Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.

The CEO of a large custodian firm challenged advisers to take on diversity or become irrelevant.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

The move is additional fallout from the president's memo to the Department of Labor to review the regulation and possibly rescind it.

Modera Wealth reached $2 billion in AUM with its latest RIA acquisition.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Fee-only advisors seek clarification from the DoL on compliance requirements.

By leveraging new technology, advisers find new ways to reach their clients from across the globe, as well as here at home.

Pershing Advisor Solutions CEO Mark Tibergien says a renewed look at both internship and adviser mentoring programs is vital.

On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?

The department is defending the rule in three cases brought by Wall Street trade groups, which are aiming to dismantle the new regulation.

Firms that want to grow put each employee to work around that goal. In time, the culture will become one that prizes new initiatives.

Advisers can use these strategies to help clients get through a marital split, says BNY Mellon wealth strategist Justin Miller.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.