Elizabeth Wine

Advisors be forewarned: your small business clients are more likely to be audited next year. The IRS is beefing up its ranks of auditors and doing more audits.

The Baby Boomer retirement flood is the gift that keeps giving and financial advisors are seeing huge growth opportunities to counsel small business clients on exit planning strategies as they close in on their golden years.

Its wealth management unit also saw total client assets decline $2 billion, or 1%, from the prior year.

JP Morgan Chase’s asset management unit posted net income of $386 million in the first quarter, a 17% decline from the year-ago quarter. But, the unit saw record assets under management of $1.4 trillion, up 4% from the prior year.

Clients are looking for a few good men, and women in their financial advisors, according to a new survey from Edward Jones.

Investors are more worried about inflation over the coming year than their advisors, leading to a big disconnect, according to a new survey.

A new report says wirehouses have boosted their average client age and created a threat to their own prospects for future growth.

Research firm Cerulli says high-net-worth investors are spreading their wealth among a variety of firms.

Advisors should tell their clients to think as much about risk management as maximizing returns.

From payouts getting trimmed to stagnant growth, bank advisors have their work cut out for them this year. But bright spots include investments that can help differentiate you.

Cohen & Steers, an asset manager specializing in real estate, predicts that U.S. REITs will boost dividends by 10% a year for the next five years.

REITs staged a major comeback in 2010 after two bad years. What's in store for the sector this year?