It’s more complicated than just requesting a check.

Carl Icahn's got company. | Copyright Michael Nagle, Getty Images Following the likes of Carl Icahn, Bill Ackman and Daniel Loeb, fund managers who have achieved high returns by rattling the cages of corporate CEOs and boardroom members to chang...

Advisors can save clients money and stress when a child wants to pursue a costly college degree.

It’s not that important where your clients’ children go to college. What matters more is their teens’ mental health. Advisors can calm parents’ nerves. 

Your clients shouldn’t be jumping for joy or buying you a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should, instead, give you the boot, says wealth advisor Ed Butowsky, writing on TheBlaze.com. Advisors whose cli...

The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business. The rule, which may come to life by October, is aimed at mitigating the risk of client...