Is software that lets investors, and their advisors see all of thier accounts, no matter where they might be custodied a good thing or a bad thing. It’s probably a good thing for everyone, and may just turn wealth management services on their ear someday.

Don’t like all that touchy feeling introspection that goes with goal setting? Try this black box approach.

If you are intelligent, this will get you exactly nowhere in financial planning profession.

Should financial advisors align themselves with large or small broker/dealers? Read on for an analysis of the issues.