Practice

Most working-age people in the U.S. and worldwide who expect an inheritance think it will fund all or part of their retirement.

After a blog post suggested tweaks to modern portfolio theory, advisors and other professionals voiced moderated support for the investing philosophy.

A new advisory firm plans to build its business by buying the practices of retiring advisors.

Morgan Stanley said ex-broker Wilhelm Nash left before earning out bonus.

Women advisors have larger client accounts and price more consistently.

Advisors need to coax their clients to start a dialogue now.

Clients are wary of working with young advisors. Here's how to win them over.

A run-down of this week's issue, which features the list of top 40 advisors under the age of 40.

An arbitrator wants client records. What should you do?

Now that you've chosen to switch firms, make sure you do it right.