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While client growth rates are expected to increase slightly for the year, an anticipated slowdown in AUM growth is poised to affect revenue.

Credit Suisse advisor teams with $4.5 billion in client assets left to join UBS and Merrill Lynch. But those firms were not the only winners recently in the competition for top talent. See this move and more in our latest recruiting roundup.

Five senior leaders were recently named to key wealth management posts at Bank of the West, BNY Mellon and Citizens Bank. Find out who they are and what their new roles entail.

The median retirement savings of people aged 60 and above amount to just $50,000, lower compared to those in the 55-59 age bracket, who have three times the amount; Plus, how to ladder bonds.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

This tool can help clients save on taxes, adding to their bottom line.

Consider these strategies to help build savings.

While client growth rates are expected to increase slightly for the year, an anticipated slowdown in AUM growth is poised to affect revenue.

Chip Packard, who coheads the German bank's wealth management unit in the U.S., says it’s not clear the firm's UHNW clients wants to replace advisors with automation in the states.

This tool can help clients save on taxes, adding to their bottom line.

Consider these strategies to help build savings.

A panel of financial advisors swapped success stories on making the most of their digital rolodexes.

Secretary of Labor Thomas Perez said staff members have industry experience, in response to recent criticism, and emphasized that the department has been actively engaging and listening to critics as well as supporters of its proposed fiduciary rule.

The rep was expelled for failing to cooperate with a FINRA investigation into allegations that she misappropriated funds from a retail bank customer's account.

The widespread adoption of online and mobile banking has largely happened at a time when rates have been near zero. At some point, rates will rise and the value of the experience will be pitted against the value of a yield for depositors.

Spending more time showing clients how to best enjoy their money could be more consequential than building their savings, advisors at NAPFA Conference are told.

Three years ago, Massachusetts-based RIA First National added an asset management unit to its $375 million wealth management business with a little more than $1 million in out-of-pocket assets to get the firm's tactical ETF strategy off the ground.

State Street said it’s firing 600 employees globally to accelerate cost reductions after the stock market slump will probably make its goal for fee revenue growth unattainable this year.

Separating the roles of the two professionals can be counterproductive for clients.