A financial firm executive and a high-profile financial adviser agreed Tuesday on the need for more transparency on the costs of custodial services but differed on exactly how far to go. Michael Kitces, head of planning strategy at Buckingham Wealth ...

While even a casual glimpse into the history of wealth management shows big strides toward democratization and technological evolution, looking at the future of the industry through the eyes of a diverse collection of experts offers the kind of promise ...

While it might seem improbable that the girth of the multi-billion-dollar custodial industry could be moved by the antagonistic actions of one financial adviser, there is at least potential for a candid and heated debate between prolific blogger, podcaster and ...

The XY Planning Network filed petitions with the Securities and Exchange Commission Monday to promulgate rules that would sharpen the distinction between brokers and investment advisers. The network, a financial planning platform for fee-for-service investment advisers, is prodding the SEC ...

Chris Chen says the idea of focusing his financial planning business on women going through a divorce came down to recognizing a need and looking for solutions to problems commonly facing this particular niche. “You want a population that has ...