Portfolio

Bank executives expect to boost revenue from their wealth management practices 25% or more in the next five years, with some anticipating a 35% contribution to total bank revenue.

HNW clients face steep income and estate tax in some states, so a legal move to tax-friendlier territory can pay off.

"We're seeing more inquiries like this," says Dynasty president and CEO Shirl Penney. "As the opportunity presents itself, we think more teams will see the advantage of joining to achieve scale, size and get more bang for their buck."

HNW clients face steep income and estate tax in some states, so a legal move to tax-friendlier territory can pay off.

“Executives today don’t want a higher position so much as a broader position," says Kathy Freeman. "They want to be stretched and challenged, and they want an opportunity to grow."

Redemptions from Bill Gross's Pimco Total Return Fund slowed to a 10-month low in February, the first month after the resignation of CEO Mohamed El-Erian.

AdvisorGroup announced Monday that Rick Fergesen has been named as president and CEO of one of its four independent broker-dealers.

Prenups can help HNW clients and heirs in case of divorce or death, but advisors must avoid offending these spouses-to-be.

Driven by a continued steep decline in refundings, long-term municipal bond issuance remained paltry, with the lowest February volume since 2000.

Wealth management firms are offering big compensation packages this year to push their advisors to sell more and sell up. Here are the best comp plans if you are $1M producer.