Risk management

Errors and omissions policies may not represent the most exciting aspect of launching an advisory firm, but experts say custodians often require firms to purchase this and other insurance.

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.

Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

The surging popularity of the alternative asset class could curtail its seemingly endless runway.

Advisors say it's important to help clients plan ahead of time in order to survive and ultimately rebuild after an emergency.

Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.