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Declines in equity allocations, risk tolerance and advisor fees are cited.

A year after Sandy, advisors say they learned to help clients by becoming experts on small business, insurance - even home repair.

Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup.

At Briaud Financial Advisors, the founder said she wanted a succession plan - until her daughter actually made her an offer.

With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.

Is your firm prepared for the transfer of assets from your clients to their heirs?

Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.

Managed futures have lost some of their luster, but AQR makes a compelling case for the category.

As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader.

Issuers have been busy changing fees, adjusting payout levels and consolidating age bands.

Our 7 honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year's winners.

In which we make a few modest requests for the health of the profession as well as the financial services industry.

Want to help your advisors expand their skills? Use these steps to create customized career tracks.

How well are you helping clients protect their wealth? These ideas can help you refine your approach and set yourself apart.

The move could offer a simple way to cut risk and boost returns, but many advisors don't see it that way. Here's why they should.

In low-yield times, lines of credit offer tempting interest rates, tax benefits and a backup plan for emergencies.

Sometimes working with low-net-worth clients can provide unexpected benefits.

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