Financial fraud perpetrated against the elderly is on the rise, according to a new survey of CPA financial planners.

Harvesting data can ensure that accounts you manage are meeting their objectives and can offer marketing opportunities.

Don't despair, industry leaders say. Even wealthy and digitally minded millennials will still want personalized advice.

Grading clients on actions they have taken over the years can be valuable in helping advisors know where to expend their energy.

Advisors who defect from wirehouses notice almost immediately the benefits of no longer facing constraints set by a large employer's compliance officers. But the newly independent advisors must ensure that they stay within the boundaries of regulatory requirements and that compliance never becomes too time-consuming.

The promise of a multimillion-dollar contract won’t be a factor in whether Tim Duncan returns for his 19th National Basketball Association season, even though the San Antonio Spurs’ All-Star lost more than $20 million to what he says is a dishonest financial adviser.

“The ‘couples conundrum’ is a real risk for financial advisors, who need to get closer to couples and make a deeper connection with them,” says Jennifer Pedigo, managing director for TIAA-CREF Asset Management.