Practice

With the rule's implementation date around the corner, here’s what wealth managers should focus on in coming weeks and months.

There must be a fully realized transition strategy, says Tim Chase, co-founder of WMS Partners.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.

Commissions-based compensation models are losing ground to fee-based ones. But for broker-dealers, the switch isn’t something to be entered into lightly, Michael Kitces writes.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

The series of deals leading to a $20 billion investment in an upcoming infrastructure fund managed by the firm raise concerns about conflicts of interest.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.