Practice

Wirehouse advisors managing more than $1.1 billion in assets have moved over to Wells Fargo.

High-net-worth women are savvier about alternative investment choices than their male counterparts, says a study by New York Life MainStay Investments.

John Taft, head of RBC wealth management in the U.S., weighs in on extending fiduciary responsibility to broker-dealers, saying any extension must account for the distinct business practices of the sector.

How to prepare for retirement on a low income; How much do you really gain by waiting for Social Security; Manage your health records online

Two Florida planners drop antitrust claims against CFP Board to shield clients; Board still wants client names

In a two-week period, Ameriprise has recruited five advisors managing more than $600 million.

Banc of California has announced extensive community reinvestment goals as part of its planned purchase of 20 Banco Popular branches in Southern California. The agreement, which appeased a community group that had opposed the sale, shows how much power such organizations wield when it comes to M&A.

Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money

Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals.

Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe.