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Although the market is improving in some places, the overall value of real estate owned by U.S. households fell to $17.65 trillion in 2012 from $22.7 trillion in 2006, according to the Federal Reserve. Much of that decline hit boomers the hardest, since most were in their peak earning years when the financial meltdown occurred and were living in the largest homes they would ever own. Financial planners now face a challenge: how to help clients chart a future that will meet their housing and health needs while preserving as much of their assets and capital as possible.

Should this super star advisor use a recruiter to represent his interests? Does he need to?

While some men and women have left New York for a better life in Florida, there are other areas that are beginning to attract the financial community.

So many advisors feel alone, are afraid to admit it, and do not know what to do about it. It is a people focused job, true, you get to interact with your clients (and is why your meetings last too long), but so few have people to talk to about being an advisor. So what can you do?

In the first quarter of 2013, wealth and investment services generated $7.8 million in revenue, up 7% from a year ago.

Taxes have moved up client priority lists in the aftermath of the fiscal cliff deal creating new opportunities for, according to a survey by SEI. This creates some new opportunities for you.

Wealth management firms want advisors to spend more time in front of clients, and will be rolling out new technology to free them up to do just that, according to a survey by Ernst & Young.

Revenue from trading bonds declined 3% to $4.6 billion, excluding adjustments, from the same period last year, Citigroup said. David Trone, an analyst with JMP Securities LLC, had estimated $3.2 billion. Moshe Orenbuch, a Credit Suisse Group AG analyst, predicted $4.2 billion.

While the Supreme Court wrestles with the issue of whether the federal government should recognize gay marriages, advisors should not let married gay and lesbian clients wait on the sidelines for a decision, estate lawyers say.

Vanguard is shaking up its government relations office.