Wealth Think

Industry trade groups argue that a fiduciary rule would make investment advice and retirement planning too expensive for low- to middle-income families. Here's what they really mean, according to Bloomberg View columnist Paula Dwyer.

A broad range of investors who have never thought about a family foundation can use donor-advised funds to pass on core values to heirs as part of their estate planning

If accomplished, the DOL's new fiduciary rules could be a much needed game changer at a time when Americans need help.

Banks' business models are even more vulnerable to a massive shakeup than industry behemoths like McDonald’s and Coca-Cola. The industry will be redefined by technological change and shifting consumer preferences, as well as by regulations that limit the sector's adaptability.

What advisors should know about setting up an independent practice.

IRA expert looks at potential pitfalls when converting an IRA to a Roth IRA and distributions are required.

Your success as an advisor hinges on the relationships you build with clients. But before you can start, you must first appear to be someone with whom that is possible.

Financial advisors often act as general managers for their clients, assembling a team of attorneys, trust companies and others to develop and maintain estate plans. Here are a few questions you should ask of your would-be teammates.

Here are a few of the hard-fought mistakes planners say they've made, and the ensuing lessons they've learned.

If financial firms are serious about incorporating gender and ethnic diversity into their leadership teams, they need to encourage women to apply for promotions and implement more flexible work schedules.