Practice

As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth.

A majority of Cicily Maton's clients come to her when a pile of money falls into their laps. But unusual circumstances create special issues.

Michelle Smith explains the advantage of specializing in divorce planning.

Two Morgan Stanley advisors managing $348 million in assets have left to join Wells Fargo Advisors.

A generation shift could also create issues for community banks that are in search of fee income.

One advisor’s story of discovering a fundamental truth: Personality fit is crucial to achieve professional success

Like a few other banks with similar initiatives, Wells Fargo is not counting on a financial return for its new accelerator program. Rather, it's looking for more intangible benefits.

While an advisor's job is to protect and hopefully grow his clients' assets, protection by use of liability insurance is another important component of retirement planning.

6 things to know about rebalancing; Get these things right in your planning; Creative ways to cut your 401(k) fees

Use investors’ habits and mental preconceptions to tailor financial plans that will work well for them individually.