Financial planning

Betterment CEO Jon Stein says his firm is adding 1,000 accounts a week to the tune of about 94,000 with a total of $2.3 billion AUM. Over 30% of assets come from clients age 50 and up, he adds.

RIAs Barry Ritholtz, CIO of Ritholz Wealth Management and David Lyon, CEO of Main Street Financial and Oranj say they've incorporated digital tools into their business models -- partly at the behest of their clients.

With roughly half of American marriages ending in divorce, advisors are likely to find themselves helping clients navigate the process. Financial advisor and divorce expert Michelle Fox warns advisors not to make clients promises they may not be able to keep.

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.

More than two-thirds of brokerage and RIA executives say there aren't enough young advisors to go around, according to a Fidelity survey.

Four mistakes to watch for when doing a checkup on your client's portfolio. Plus: Knowing when to give up stocks, and how annuity withdrawals are taxed

“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.

Labor Secretary tells skeptical lawmakers fiduciary proposal is a needed investor protection, as industry representatives contend rules would force them out of retirement segment.

The new recruits had a combined $277M in client assets before making the move to the firm's employee and independent channels.

As advisors, women listen better; as clients, they want to be heard. On both counts, the time is now for women in the advisory industry.

How to help women in junior roles take the steps to become successful independent advisors.

The Constellation deal underscores the importance of banks continuing to be major players in RIA mergers and acquisitions.

The brokerage model as the industry knows it may be pushed aside by a future fiduciary standard.

Firms seeking to cut a deal, whether buying or selling, need to understand these key considerations.

An advisor who oversaw $75 million in client assets left the wirehouse to join the super regional's independent channel.

Complacency is the latest threat facing federal employees.

Major corporate pension funds incurred an investment return of 9.7% from their hedge-fund investments last year, lower than 13.7% earnings and dividends posted by the S&P 500; Plus, how much of a client retirement portfolio belongs in bonds.

"There’s a huge opportunity for wealth managers to provide advice and services around social impact," says Capgemini’s William Sullivan.

Two brothers are behind Webo, which is designed to be a robo that emulates WordPress -- free for any advisor to use and simple to customize.

Wealthfront CEO Adam Nash says “Silicon Valley optimism” will help reimagine and redefine financial services.