Financial advisors weigh in on a range of topics, including how one integrated musical pursuits into his practice and why ...

Data analytics has evolved beyond traditional forecasting and budgeting. It has become an active decision validation engine.

Kelly Klingaman sees a glaring mismatch: more women are earning big, but few planners are speaking their language.

Here are some of the ways a well-trained retirement advisor can make a difference: Guidance: Working with a retirement advisor means having expert assistance when you need it most. Personalization: A ...

JPMorgan Chase is doubling down on its commitment to its affluent clients in the form of an exclusive new type of branch. The ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ...

The movement to fee-based services is being driven by a move from commissions to asset-based fees among wirehouse and broker/dealer channels.