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As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

Also, J.P. Morgan saw a team managing $300 million in client assets go independent.

"The market has now almost completely priced out a rate normalization cycle, pricing only one 25 basis point hike over the next three years," a team at Deutsche Bank wrote.

The heavy buying in the ETF continued on Thursday, with two trades worth a combined $57 million.

Three industry veterans – one with more than four decades of experience – oversaw more than $205 million in client assets, according to Raymond James.

"I expect a seismic change as product manufacturers will have to adapt to the new rule," says NextCapital's Rob Forreger.

As many high-fee hedge funds have discovered, promising a smooth ride can eliminate returns.

Retirees diagnosed with serious health concerns should adjust their expectations on how they should spend their time and money.

The bank is rolling out a new digital advice offering that pairs robo technology with financial advisers, most of whom have the CFP designation.

The wirehouse's latest hires will support client development and strengthen product delivery, according to Morgan Stanley.

Industry insiders say wealth management is going through its biggest upheaval in decades.

The broker allegedly talked clients into investing $115,000 in a technology startup where his friend worked as a computer programmer.

Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients.

"It was terribly important to us that we were participating and supporting a partnership with a firm that is innovating and has strong backing," said Richard Steinmeier, head of the Wealth Advice Center at UBS.

In an almost immediate response, the industry created a new T share class, which replaces high, upfront commissions with trailing commissions.

Pimco's $1.5 trillion in assets under management are down 25% from a high of $2 trillion in the first quarter of 2013.

The year-old automated advice service is revealing some new ways advisers use robos — and it's quelling some big fears.

Train them to use these strategies during jittery markets.

Advisers may need to put the brakes on those who want to invest too heavily in specific sectors.

These options can outperform under the right circumstances