For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

PE funds have outperformed stocks over the past five, 10 and 25 years. But not in three of the past four. Here are some of the key caveats to the appeal of PE.

The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

An investor who began his career at Ameriprise collected profiles of professionals from an array of fields whose achievements point the way forward.

The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating narrative is wrong.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.

Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.