Practice

UBS, Switzerland’s biggest bank, named former U.S. Senator George Mitchell chairman of a new advisory council for the firm’s business in the Americas.

High-net-worth clients increasingly find themselves having to support adult family members while Millennials consider how they can align their investments with their values.

On first Capitol Hill advocacy day, FPA advisors are meeting with policymakers to push for greater fiduciary oversight and regulation.

Sterne Agee Group's former chief executive officer faces a U.S. probe into whether he misused company assets such as airplanes, boats, hunting clubs and condominiums, a person with knowledge of the matter said.

The Federal Housing Administration clamped down further on reverse mortgages, saying it will no longer insure a variant of the product featuring a fixed rate and a line of credit.

Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies

Paul Mahan is back in his old position at Commonwealth after a month with LPL Retirement Partners.

Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for Morningstar's annual investment conference June 18-20. Here, attendees reveal the top takeaways for advisors.

High compensation tends to draw top producers. So how do advisors fare at the various independent broker-dealers? The FP50 tracks payout across the top firms; click through to see the independent B-Ds with the highest average payout.

When the market is doing so well, people develop short memories and start thinking they can manage their investments themselves.