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Estate plans work great when someone dies—but it's when clients live into old age that planning gets hard.

A trusted advisor delivers context, not just a deluge of data. Here's how to do it, step-by-step.

Good managers understand they must not only lead their teams, but must also help them deal with the stresses and personal issues of everyday life.

UBS Wealth Management Americas hired a three-member Wells Fargo advisor team to its Port Jefferson, N.Y. office. The team incudes father and son Michael Russell and Sean Russell, as well as Philip Giammarino. Together, they had $1.8 million in annual fees and commissions and $277 million in assets under management.

The changes reflect a transition to Fleming's leadership.

The Group Head, Wealth Management, RBC Royal Bank of Canada discusses his 24 years in the securities business.

It's always a balancing act. If you're an advisor or a branch manager, you have to think about how much time to devote to face-to-face client meetings, or investment strategy and products, or compliance issues and much more.

International and emerging markets funds find profit in natural resources, energy and growth of the middle class in developing nations.

Brokerage firms will likely step up their own diligence when it comes to private placements

On Wall Street's and MainStay Investment's/New York Life's 4th Annual Branch Managers of the Year Awards