The Latest

After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue.

Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

There are a lot of options — and potential missteps.

Jamie Grupe will be teaming with veteran Ameriprise advisor Steve Kinney.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

Morgan Stanley was dragged into the family spat as father and children fought a tug-of-war over two accounts held at the firm.

The $3 billion-plus RIA seeking scale via acquisitions.

Should advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps.

The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.