Practice

Sen. Richard Shelby isn't new to Banking Committee leadership, but he would face a crucial ticking clock if he returns as chairman of the panel next year.

Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds.

In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success.

Wells Fargo advisor tries unsuccessfully to convince his elderly client that he hadn't won a $5 million lottery and that the whole thing was really a scam.

What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch

IUL policies, which are linked to a market index but promise not to lose any money if the market goes down, might be a way to protect portfolios while offering tax-free income for retirement.

While one prominent advisor calls the board's demand 'woefully overreaching,' a securities lawyer calls it a 'good, aggressive' tactic.

Should older clients' portfolios be adjusted more quickly to bring equity allocations to their desired level? New research says yes.

Regional firm Benjamin F. Edwards picked up a Wells Fargo advisor team.

Wells Fargo's elite Abbot Downing unit is adding a senior consultant to the team overseeing client education programs for ultrawealthy clients.