Advisors have opportunities to help clients and their children handle wealth transfer.
Most people don't plan bequests and many unnecessarily cut back on discretionary spending in retirement, according to a paper from an industry group.
Federal agencies could be more easily defeated in court over their interpretations of laws passed by Congress.
Asking clients why they're satisfied helps advisors plant stories that lead to referrals, a report from Capital Group found.
Despite attacks on environmental, social, and governance data being used, one former Congressman said he is hopeful about climate investing.
Nearly 90 percent of people told Schroders they are worried about the presidential election, and savers are overweighted in cash, the company found.
A proposed class action accuses the company of violating ERISA for its $45.8 billion 401(k) plan.
Latest move is more evidence the structure has not taken off as expected, says industry expert.
Valuations are up to 10 times EBITDA, and women are most highly represented in the industry in solo firms, the data show.
A policy from a proxy advisor new to BlackRock's voting choice program opposes "stakeholder capitalism" proposals.
