Practice

The Swiss financial giant also saw its assets flow out of its Americas business in the second quarter as advisors left and clients set aside billions for taxes.

After a difficult start to the year, Stifel reported a strong second quarter, with record AUM and net revenue figures for its wealth management division.

So-called pig butchering schemes, in which victims are tricked into sending money to scammers, are on the rise.

Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.

The move could impact future studies on retirement trends, policy and aging in America.

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.

The new law could impair young talent's ability to save for retirement, making it leaders' responsibility to act proactively.