Practice

The new aggregator offering a succession plan is drawing from experience: "I fit the category, I've been in their shoes," says 60-year old Joe Heider, founder of Cirrus Wealth Management.

Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership.

An Edward Jones advisor managing more than $114 million in client assets joined the Raymond James independent channel.

The firm will offer advisors expanded trust services and support with multi-generational family planning.

Lately, banks have been testing video tellers and high-tech mini-branches, figuring that these alternatives to full-fledged branches can increase efficiencies and cut costs while preserving the human interaction customers still desire.

The IRA contribution limit in the U.S. is $5,500; Canada's limit is $20,000. If an investor is willing to put away that much money, why not allow it, one write asks.

Two advisors left RBC to join Raymond James' employee channel.

Advisors in the Midwest and on the West Coast noticed information from their accounts on Pastebin, a website notoriously used for posting hacked or leaked information.

Stifel Nicolaus lured away a 36-year veteran advisor from RBC.

How clients can assess their financial fitness, and avoid triggering a tax audit.