Practice management

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”

The firm aligned its brokerage business with Private Client Services following a big acquisition and a major executive hiring.

Only about a third of advisors have an asset-transfer plan in place, according to research.

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario isn't even possible until long after you’re dead.

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.

Because next year will be too late.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Advisors should make sure they know how to discuss bonds in a new environment.

Banks are opting for a hybrid approach, augmenting in-person advice with digital guidance.

The move marks the fifth new office added by the hybrid RIA this year.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

These investments can help avoid getting caught up in market volatility as rates rise.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

About 41% of households prefer a mix of human and digital advice.

The clearing and custody firm also announced $50 million in new investments to fuel its advisory business.