These restrictions can pose significant administrative problems for fiduciaries.

Serving overlooked millionaire clients—many of whom are successful business owners—poses a host of interesting challenges for financial advisors.

Short of a foreign military invasion, nothing destroys wealth faster than serious family drama.

Advisors are not big fans of Skype and FaceTime to communicate with clients.

It’s not all about investments and retirement. Here, a client learns a lesson on the everyday meaning of value from his advisor.

Less is more.

Clients that aren’t aware of their options can’t make informed decisions.

Understanding the unique needs of clients is key for any advisor, but perhaps even more so when it comes to the growing number of families overlooked by more traditional financial planners.

Both clients and advisors can realize advantages from using technology which provides deeper insights, not through words, but through visually intuitive and interactive features.

Anxiety during middle age may be linked to higher rates of dementia late in life.