Practice

To meet rising client demand for digital services, Wells Fargo appointed Devon McConnell as its new head of Wells Fargo Advisors Digital to oversee development of the firm's mobile and online client platforms.

Beyond an increase in benefits, another compelling reason for clients to delay claiming Social Security benefits is the potential tax savings.

A former Morgan Stanley executive with 30 years of experience has signed on with Ziegler’s wealth management division as its new senior managing director.

After being forced to produce extensive records, the board hopes a judge will similarly order two planners to produce voluminous documentation.

How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market

Without outside help, many planners are falling short on their own financial goals. A few advisors have a solution.

With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?

Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, according to a report from the Transamerica Center for Retirement Studies.

Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement

Walk into any wealth management firm, and chances are there won't be any African-American advisors at all. What's causing the diversity gap - and how can the industry fix it?