Subject Root Tag

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

Can more education boost the popularity of these funds?

Some advisory firms are rethinking whether absolute independence is still the best — and most cost-effective — option.

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.

While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.

Clients are advised place a deeper focus on their life goals when developing a strategy to retire.

The regulator’s move follows a Financial Planning investigation into whistleblowing by former JPMorgan financial advisor Johnny Burris.

A plethora of options have opened up for advisory firms, but many are unfamiliar with borrowing protocols.

Cloning funds and shifting client cash may be Wall Street’s best hope for challenging the dominance of firms like State Street, BlackRock and Vanguard.

Alternative compensation structures may provide more consumer protection, and drive higher client satisfaction.

The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.

While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.

Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.

The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.

It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.

The new recruits include a father-and-son duo in Orlando.

The demands come following a Financial Planning investigation revealing how JPMorgan’s Chase Private Client group used false evidence to get rid of an advisor.