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More advisors are shifting toward a broader approach and away from investment management.

After a massacre, some clients want their advisors to eliminate gun holdings from their investments. Should they?

Is purchasing a place for a child to live in a smart financial choice? Here's how to help your clients avoid owning Animal House.

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.

Bill Dwyer, a 20-year LPL veteran and its president of national sales, is retiring from the independent broker-dealer, according to sources familiar with the situation.

David Mook, a 29-year veteran of JP Morgan Chase, will lead U.S. Bank’s private banking services, focusing on the needs of high-net-worth and ultra-high-net-worth clients and family-owned businesses.

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.

Scout Investments has found new leadership for its institutional distribution team.

First Trust Advisors has launched another actively managed ETF.

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.