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Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

Competing in his first triathlon helped John Pierce discover the direction he needed to succeed in wealth management.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.

Leveraged strategies may include selling volatility or dabbling in derivatives tied to interest rates or corporate credit.

With about $68 billion in assets in funds tracking it, the real estate industry has more money invested in it than any of the other main industry classifications.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

Preferred stocks are good candidates for retirees' investment portfolio as they can provide more income than corporate bonds.

From secret children to sudden engagements, these are client disclosures that shocked planners.

The number of Americans 65 and older is expected to nearly double over the next decades, which may be a boon for retirement planning.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

The firm's newest recruits come from boutique brokerage J.P. Morgan.

“How I do retirement plans today is very different from how I did it 15 years ago,” says Merrill Lynch adviser Jason Ting.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

The dollar strengthened and Treasuries extended their steepest monthly loss since June 2015 amid hawkish rhetoric from Federal Reserve officials over the past two weeks.

The adviser was also ordered to pay $300,000 to cover Wells Fargo's legal fees.

Algorithms are based on pure math and cannot be biased. Right?

Low-cost, online managed accounts may become table stakes for wealth management firms.

Aside from being impractical to build in the infancy of computers, an index fund, at one time, was an insult to investors who prided themselves on picking the best stocks out of thousands.

What do historically low interest rates mean for clients’ retirement savings — and their advisers?

A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.