Risk and opportunities abound for advisors seeking to manage the more than $3 trillion in assets being moved around.

Court finds duty of consistency estops taxpayers from bringing statute of limitations claim and denies recovery for alleged wrongful liens.

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

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

A strategy for the client without a revocable trust.

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

A rush into haven assets that began during the financial crisis is getting a new lease on life from an upsurge in populist politics and a quickening of inflation.

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.

Clients need to make corrections to account for changes in interest rates.