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RBC Wealth Management-U.S. grabbed a trio of financial advisors generating $1.8 million in annual revenue from Oppenheimer & Co.

When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.

In the first half of 2014, banks reeled in $71.2 billion in wealth management income, up 6.2% year-over-year.

Tax benefits of homeownership are overstated, study finds; plus proposed changes that put Roth IRA advantages at risk and five takeaways on retirement from the midterm elections.

Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.

Stocks that have suddenly become predominant in a client's portfolio are prime candidates for a charitable donation.

Raymond James & Associates has recruited financial advisors from RBC and TD Ameritrade, including one with $100 million in AUM.

Regulators say clearing firm noticed an “irregularity;” SEC says thefts occurred over a 10-year period.

The Chartered Advisor in Philanthropy certification is designed for individuals in a range of fields. Advisors say the designation has helped elevate their conversations with wealthy and philanthropically-minded clients.

Community banks, on average, increased the size of their loan portfolios by 15% in the third quarter from a year earlier, though the numbers reveal a slowdown from prior periods.