Finance

Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.

College athletes with name, image and likeness contracts present unique opportunities — and responsibilities — for wealth managers.

Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.

The Ensemble Practice crunched data from hundreds of advisory practices the consulting firm says are getting tepid growth amid their impressive metrics.

The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.

RBC executives say the firm's recent string of recruiting wins comes with temporary costs but also the promise of boosting income over the long term.

At 42, an Idaho store clerk dreams of retiring by 55. His ultra-frugal freegan lifestyle could make it happen, but advisors have one major concern.

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

Edward Jones reported a sharp decline in net new client growth for the second quarter, even as it brings on more advisors to the business.