Health and wellness

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.

Mark Matson aims to help people define and realize their goals by making "academic investing principles accessible to everyday investors," he said.

Three executives shared best practices around compensation in the fight to recruit, retain and support planners and other key employees.

Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Experts say it's important to examine clients' relationships with money but there is an ethical line when such conversations should be led by licensed professionals.

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

Morningstar's study suggests that emotional or personal motivations are just as important or even more significant than a need for "functional" professional services.

More than a half dozen experts explain the key practice management and professional development implications of behavioral finance and financial therapy.

An innovative nonprofit's grant program enlists pro bono financial planners in an effort to keep longtime residents in place in a gentrifying area.

The many ways of measuring success in the West End of St. Louis could add up to policy solutions for narrowing the racial wealth gap — if the Invest STL Rooted program is successful.

Amid the painful backdrop of history and the scale of the present-day challenges, pro bono financial advisors are focusing on their clients.

The Invest STL Rooted program provides longtime residents with grants and financial planning. Here's why its success could be crucial to building wealth in communities nationwide.

Prospective affluent clients told Cerulli they exhibit common forms of distraction from an objective view of investing. Here's how wealth managers can help.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach.

Many factors can influence the timing of a person's retirement, but new research shows nothing comes close to health problems.