Portfolio

Some predict the new standards will push more planners to drop their CFPs.

"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The sales-first crowd is trying (desperately) to make sense of the new regulation.

The latest hires join the regional firm from Wells Fargo and RBC.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

The once dubbed masters of the universe have barely made money this year and once again, their returns pale next to those of cheaper index funds.

Wealthy clients are demanding more services and help planning their lives, the regional firm says.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.