Portfolio

As the cost of recruiting new advisors has soared, says CEO Erica McGinnis, such small-scale growth has become more difficult -- and more expensive.

America's emerging millionaires are well positioned for asset growth but are also in need of more financial planning, according to research released Wednesday by Fidelity.

High-net-worth investors have increased their number of provider relationships, according to Cerulli Associates.

While spending years in litigation over a single piece of art is unusual, family fights over valuable or sentimental personal property left by a deceased loved one are far from uncommon. The mess involving a Warhol portrait of Farrah Fawcett offers an important estate planning lesson for advisors.

As advisors increasingly move toward a fee-based business model, BIC looks at the most successful advisors in the channel. Here are the top 25 bank advisors based on their fee-based business.

The contraction in the U.S. market for borrowing and lending securities amid rising interest rates and heightened global bank regulation will increase this year, according to Fitch Ratings.

Many considered Dec. 31, 2013, the final date for year-end tax planning, but there are numerous planning actions that you can take in 2014 retroactive to 2013. Here's a quick and easy guide to help with planning.

An advisory group in Winter Park, Fla. with $550 million in client assets leaves Morgan Stanley to go independent.

Financial services firms' 2014 plans center on product lines, distribution capabilities and technology, according to a survey done by Cerulli Associates.

The move is part of a shift of emphasis from life insurance "to a more well-rounded protection and retirement planning approach."