Practice management

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.

Here's a look at cities where homebuyers are getting the best bang for their housing buck.

The definition of independence for advisors is changing, according to a new report.

Mobile wealth management products have grown 300% in the past year, with retail banks serving up the majority. But there's an opportunity for RIAs to improve the client experience.

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

Advisors share client anecdotes that made them stop and say “huh?”

Nearly three-in-four advisors (73%) do not have a succession plan in place.