Practice

Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.

RBC Wealth Management lured away a wirehouse advisor managing $116 million in assets from Wells Fargo Advisors.

As many of your clients have enjoyed gains in their 401(k) plans from a surging stock market, lower-income workers have lost ground; Plus, how to save on Medicare expenses

The Securities and Exchange Commission today sanctioned 13 firms for improperly selling Puerto Rico bonds in denominations below a $100,000 minimum denomination set in a $3.5 billion offering earlier this year.

Deutsche Asset & Wealth Management grabbed a financial advisor from rival Barclays.

Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain.

Lebenthal Wealth Advisors has recruited a former wirehouse branch manager and two independent advisors to fulfill its growth plans.

As 2014 draws to a close, there may be more planning opportunities than ever before, but also more traps for the unwary, according to Grant Thornton LLP.

An independent advisor managing $165 million has joined Ameriprise's employee channel.

Alex Vicencio, a financial advisor at Wells Fargo, says that building a business one client at a time was the biggest challenge he faced as an advisor in his 20s.