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Bonds from California have returned 2.47% this year, about half a percentage point more than the overall muni market, according to S&P Dow Jones Indices.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Lawmakers have yet to agree on how to curb the increase in Medicare premiums next year that will affect 30% of the 52 million seniors enrolled in Part B; Plus, how clients can avoid outliving their cash.

Keeping trusts a secret from the people who will one day benefit from them is a way to preserve and manage wealth.

An advisor who had been at Merrill Lynch for 20 years left the wirehouse to join UBS.

The best way clients can take IRA withdrawals. Plus: ways to kick start your client's tax free retirement savings, and what you need to know about form 1099-C.

Treat their tax liabilities as expenses, and plan accordingly.

An advisor who moved to a wirehouse from a boutique offers guidance on finding a firm that will offer greater job satisfaction and also benefit clients.

If you take only one message from a rather tumultuous 2015, you might want to consider this: Build your practice with a firm where retail wealth management is a core business.

Deutsche Bank plans to sell its U.S. private-client brokerage unit, according to people briefed on the matter.

HD Vest will marry its data mining capabilities and lineup of advisors to Blucora's free online tax preparation platform, but CEO Roger Ochs won’t call it a robo.

"The Barclays teams needed to make a decision quickly, but we're also talking to several more teams who are not with Barclays," says Tom Palecek, Summit Trail Advisors partner.

Barclays lost a team to RBC, the latest defection since the British-owned firm agreed to sell its brokerage unit to Stifel. This is the first to go to a regional brokerage instead of a wirehouse or high-profile boutique.

Executives say intuition, networking skills sets female advisors apart from their male counterparts.

The bank generated $464 million in revenue from wealth management, up 3.3% year-over-year. Profits, however, were flat.

The chief executive of the self-regulatory organization urges against duplicating regulatory efforts, and adds that big data will soon define how regulators operate.

Failure to communicate NAV transfer rules can be costly to investors and brokerage firms.

Jeffrey Gundlach reached $50 billion in assets at his main mutual fund this week, the fastest an active stock or bond manager has achieved the milestone.

Treat their tax liabilities as expenses, and plan accordingly.