News Feed

Four key points to keep in mind while handling a market downturn.

Voices: When pundits use the word uncertainty, they may be coming to grips with their own imperfect mental models.

"When China is down and oil drops every day, the market recognizes it has substantial issues," says Oppenheimer's CIO.

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

Advisors must find smart ways to establish relationships with centers of influence.

The reverse mortgage industry is optimistic after recent reforms to the Home Equity Conversion Mortgage by the FHA and newfound respect from financial planners.

The number of financial advisors at Wells Fargo slipped below 15,000.

Fourth-quarter earnings from wealth management and securities services swelled 11% to $71 million from $64 million a year ago.

M&A deals in the fee-based RIA space to hit about 250 this year and double by 2019, Tiburon predicts.

A study of liquid alt funds finds that most of them do not significantly reduce portfolios’ volatility.