Subject Root Tag

At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.

Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.

With any level of success comes visibility, and with that comes a responsibility to lift up others.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Asset managers are increasingly seeking new sources of returns as more than a quarter of investment grade bonds experience negative yields.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

The RIA founded by former Barclays advisors caters to ultrawealthy clients.

The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.

The aggregator’s $300 billion-plus institutional retirement business is an advantage in a competitive market.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

Many clients are “denying themselves today for fear of what could happen tomorrow,” an expert says.

John VanEngelenhoven, who had worked at Schwab for 14 years, custodies with rival TD Ameritrade at the new firm.

This is the 14th new location the regional BD has opened so far this year.

Although the mistake was short-lived and the dollar value small, the mishap raises new questions about how managers monitor indexes.

Many pin the blame on stagnant or dwindling income, according to a new survey.