Paul Hechinger

Advisors should customize their strategies and stay involved.

Advisors should customize their strategies and stay involved.

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

The wirehouse picked up five recruits from J.P. Morgan, Credit Suisse and Morgan Stanley.

Firms that rely on a few individuals or just one person should look at ‘key person’ insurance.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.