Practice

After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.

As annual registration nears, compliance experts warn RIAs to be cautious about their numbers.

With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.

A high-achieving school in Washington offers unexpected lessons for planners everywhere.

Each firm’s succession plan and transition will be unique, but whether it’s an internal transition, merging and staying involved or selling and moving on, not enough advisors are planning for it.

As more wealth management firms are emphasizing non-financial services to target high- and ultra high-net-worth clients, a new report recommends the benefits of family foundations.

Investment outlook among millionaires and affluent soured in February, affected by a decline in expected future household income and a drop in confidence over the economy, according to Spectrem.

In a highly regulated and competitive market, how do you stand out? It’s about your brand, David Avrin, the Visibility Coach, told advisors at Fidelity’s Inside Track conference in New York City on Thursday.

Most advisors thinks they know everything they need to know about social media, but how saavy are you? Take this quiz and find out.

The largest purveyor of money market mutual funds in the United States this month told the Financial Stability Oversight Council that no further reform of such funds is necessary.