Practice

Comprehensive financial planning isn't just good for clients. It's also good for business -- and advisors and their firms are paying attention.

Common Mistakes in Retirement Savings; Tuition vs. Nest Egg; Alternatives, Yes or No

Cantor aims to bring on 250 to 350 advisors within three to six years and is prepared to be "extremely competitive" in its pursuit of wealth managers and advisor teams.

The Atlanta-based bank has formed a medical specialty group dedicated to working with independent medical practices, owners, physicians and their families.

Father-and-son advisor team managing more than $200 million in assets left Sterne Agee for Raymond James.

The group stands to lose at least one prominent member, and possibly dozens more, over the next 12 months.

These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product.

Selling a home in retirement; Frailty risk different from health care expenses; State of senior health, by state.

Most of the world’s economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.

Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients.