Practice

Clients who suddenly come into newfound wealth can see that money dissipate just as quickly as it appeared. Advisors can be an anchor on financial reality. Here's how.

American investors' long-term financial goals are out of sync with the risks they're willing to take to reach them, a new survey finds.

Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.

For clients who are public sector employees, a government pension could mean a reduction in spousal Social Security benefits.

Stifel, Nicolaus & Company picked up two wirehouse teams that managed more than $1 billion in combined AUM, boosting the St. Louis-based firm's presence in the Carolinas to 18 offices from 15.

Market Street will hardly be the only new kid on the block fighting for market share in New York.

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

The House Ways and Means Committee may have broken the law when it publicly disclosed confidential taxpayer information in a letter to Attorney General Eric Holder.

New rules up the ante on estate planning, making it imperative that planners change their tactics.

A large majority of women are feeling anxious about their retirement security; at the same time there is a significant gender gap within the advisory sector, new research shows.