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Wealth management firm Baird has developed a new way to connect with planning students at University of Wisconsin.

Larry Elkin offers specialized estate and tax expertise for wealthy clients. Now his firm handles $1.3 billion in assets, spread across fewer than 200 families.

How will clients react when specialized products underperform well-known benchmarks?

Some younger planners are diversifying activities and income streams to create more fulfilling - and flexible - work.

Don't throw new hires into the deep end. Here are a few smarter ways to help them thrive.

Longtime recruiters in the advisory industry have been pointing toward a day of reckoning for years—and it couldn’t have come at a worse time.

Profits are up at wealth management firms, and executives are taking stock of their priorities and goals.

In an exclusive interview, John Taft, CEO of RBC Wealth Management-U.S., expresses concern that looming regulation could hobble a wealth industry just as it finds its stride.

Tash Elwyn, president of Raymond James & Associates, says that while the future of the industry could experience collapse or further consolidation, his firm has found success serving from a unique niche.

The changing nature of retirement for clients is an opportunity for firms. "They’re still going to need advice, but the advice is going to take on a different form," says Merrill Lynch's John Thiel. "It is moving from investment advice to life advice."