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As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

If your clients think they're going to make money off the policies they're buying, it's time to give them a reality check.

A recent study compared advisors’ reactions during the last financial meltdown to PTSD. Here’s my advice for beating stress when markets go haywire.

Planners offer their guidelines for helping wealthy clients accomplish more good with their money.

Technological shifts happen quickly. The industry finally seems to have noticed.

An analysis compares portfolios built using 'smart beta' indexes against those whose components are weighted by market cap. See the results.

"Ultimately, the challenge is how to most effectively translate clients' qualitative thoughts and feelings into quantitative approaches," says Merrill's Michael Liersch.

So-called experts tend to do a lousy job predicting the direction of the economy or the stock market. Here's what advisors should do about it.

Creative ways to measure the effectiveness of an advisor's online efforts.

Our Top 50 list isn't just a consideration of who has the highest assets under management. Instead, we strive to show the well-rounded advisors who excel in all aspects of the job.

Lowering your client's tax bill, year-end charitable tax tips and 15 surprising tax deductions.

We caught up with our No. 1 advisor from 10 years ago, Denise White, and talked about the twists and turns her career has taken.

Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give."

Advisors risk throwing away business with a throw-away holiday client gift. Here's a list -- worth checking twice -- of what to avoid when deciding upon holiday greetings and gifts to send to clients.

The holidays are a time for giving. But if advisors aren’t careful, they might end up sending a gift that lands them on a client's naughty list.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.

Since the crisis, banks have relied on lower loan-loss provisions to make a profit. But banks actually made money in the third quarter. Here's how.

Treasuries gained, sending 10-year yields a one-month low, as jobless claims rose, business- equipment orders fell and home sales were less than forecast, raising concern about the health of the economic recovery.

Kelly King, BB&T's chairman and chief executive, expressed frustration with the interest rate environment. It's "challenging to get expenses down today."