Practice

Over the next 10 – 20 years, trillions of dollars’ worth of financial and non-financial assets are expected to be transferred from the boomers to their heirs. As a result, advisors must be prepared for these changes to make sure that inherited assets will remain with them.

The CFP Board “cannot justifiably act as both a regulator for continuing education providers and as a CE provider themselves,” FPA president Michael Branham said to a burst of applause Sunday at the general session of the association’s annual conference.

Raoul Weil, the fugitive former head of UBS AG’s global wealth management business, was arrested in Bologna after checking into a hotel under his own name and triggering an alert to Italy’s authorities.

Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.

The brokerage added five advisors from Wells Fargo and opened three offices.

One of the most common questions people ask is: How do I differentiate myself? Here are twelve steps to help you stand out from the competition.

The typical credit union would have to increase the number of advisors it deploys by 39% to get to the same deposit coverage as community banks.

But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.

Commentary: San Jose Mayor Chuck Reed's campaign to amend his state’s constitution may spur movements to loosen pension protections in other states.

A judge’s ruling found the city of San Bernardino eligible to remain in Chapter 9 bankruptcy.