Practice

Hemington Wealth Management's focus on high-earning professional women has helped the firm more than double its AUM in a year and a half. See what these clients really need from advisors.

See the returns, expense ratios and other data for the available domestic dividend growth ETFs -- including three new ETFs based on new indexes from Morningstar, Russell, and S&P Dow Jones.

More workers than ever are staying on the job well into their seventies, which will make the U.S. a "very different place" for the next 30 years; Plus, Why an empty nest can be hazardous to a client's retirement.

As fiduciary debate heats up, Garrett takes advantage of presidential spotlight to tell advisors to sign a fiduciary pledge.

The firm left John Stumpf's pay unchanged at $19.3 million after the firm generated a bigger profit than any other U.S. bank for a second straight year.

The wealth manager was ordered to pay back Wells Fargo, while he still faces seven client complaints coinciding with UBS' Puerto Rico bond troubles.

At the urging of management, advisors and bankers now hold joint annual review meetings with customers in a coordinated quest to secure more of their business.

With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink.

Are you likely to change your job? Is your spouse unemployed? Do you expect non-taxable income when you retire? These reasons and more for why you might need an individual retirement account.

How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.