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The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.

One step for clients is to avoid investing the money that they will need within a five-year period.

The former Carmignac Gestion executive, who previously traded for Steve Cohen, says the tool will help run money for clients of his own firm, Q2Q Capital.

Despite record AUM per adviser, fees and revenues slump.

You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.

Four key features of the program hinge on reaching full retirement age.

Distributors are no longer content with labeling their products with star investors.

Retirees can use real estate investments as additional income, says adviser Mike Martin.

Riskalyze CEO Aaron Klein says among tech giants, Jeff Bezos has the retail distribution to disrupt wealth management.

Together, Advizr and Trizic raise nearly $10 million in funding.

Fintech startup GoldBean tapped by banking software firm to pair planning with financial literacy tools.

Older Americans would be subject to an "age tax" under the Senate legislation designed to revamp the Affordable Care Act, says an expert with the AARP.

Which banks are advisers moving to? Six recently jumped to BNY Mellon, Union Bank, U.S. Bank and M&T Bank from myriad financial services firms. One made a lateral move within his bank.

Jay Clayton acknowledged in testimony on Capitol Hill that it's a “very complicated issue.”

Whenever any investing style becomes too popular, future returns are likely to lag.

The group joined an existing independent practice affiliated with LPL.

The regional brokerage firm recruited its second wirehouse group this week.

Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.

The issue comes to down whether the strategy is good at picking stocks primed to rise.

The right strategies can make all the difference for advisers.