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Researchers suggest shifting away from total shareholder return as a method of ascertaining directors' performance.

While quants represent just a fraction of BlackRock's assets under management, the losses are a setback for CEO Laurence D. Fink.

A deeper understanding of how to deploy robo technology is needed if a firm plans on offering a digital institutional solution, says Envestnet CEO Jud Bergman.

Financial Planning’s 6th annual RIA Leaders ranking revealed a startling trend.

The biggest product in that category suffered over $161 million in outflows on Wednesday; its largest one-day withdrawal on record.

Liquidations and delistings reached 98 in 2016, an all-time high.

While the bulk of the money flowed into products that track indexes, more than $50 billion was absorbed by active funds.

With a deep résumé representing Wall Street firms, Jay Clayton is seen as a business-friendly choice not expected to push major new regulations or ramp up RIA exams.

Succession planning is thwarted by most bankers' high-handed attitude that they own the client relationship. Realities on the ground are more nuanced.

The bank implemented the program to compensate advisers as they transition their books to other advisers, while ensuring that their clients are left in good hands.

Advisers at a bank may have to shift to another channel for a few years before retirement, says contributor Rick Rummage.

When advisers quit, banks lose revenue even when they hire replacements. The present value of that lost revenue averaged $2 million, according to a study by Kehrer Bielan.

On average, workers in 2015 put 6.8% of their salaries into 401(k) and profit-sharing plans, according to a recent survey.

In December, $2.27 billion was pulled out of SPDR Gold Shares, the world’s largest ETF backed by the metal.

Having lost AUM over the past year, advisers are investing time and resources in new engines of growth.

Potential trade war from America's fraying relationship with China is just one scenario fueling the bullish outlook.

While clients have only pulled a net 2% of assets so far,some have predicted the industry would shrink by roughly a quarter over the next year.

This approach to planning remains a strong way advisers can add value for clients.

Instead of hand-wringing over its future, advisers and clients can consider this solution.

Your clients may lack knowledge when it comes to Social Security.