Review meetings done properly offer many relationship building opportunities.

With the fiduciary rule in doubt, seeking professional advice about money remains a dangerous proposition.

Have the post-financial crisis regulations caused more instability? Trump wants the FSOC to find out.

Nearly 200,000 take the CFA exams, study finds clients aren't healthy enough for retirement and FiNet loses Bison Financial group to Ameriprise.

To increase happiness, advisors should identify and avoid potential new “bad” clients and projects.

William Sharpe, creator of a model that measures risk and reward, turns to retirement planning.

Investors aren't sure what "goals-based" investing means, asset managers can't turn data into sales and a study funds that the UHNW hide 25 percent of their wealth.

The DOL's fiduciary rule takes effect at the end of this week.