Practice

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

The group is the latest to join the boutique firm, which has been operating under new leadership.

Clients should consider the next market downturn as an opportunity to invest in stocks that are "on sale."

CEO Jim Cracchiolo reported record client assets and a sharpened focus under the fiduciary rule.

Speculation about the RIA's future is quelled with a $100 million investment from Thomas H. Lee Partners.

"This bill is a giant wet kiss to Wall Street,” Senator Elizabeth Warren says.

There may be a silver lining to be found despite this challenging situation.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

"Know your audience" is more than a mantra, it's key for planners looking to specialize.