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'Every study on the topic shows that the professionals generally don't beat the market average over time. But they do cause a lot of churn,' says Scott Adams.

A former United Bank & Trust wealth management team with more than $350 million in client assets is going independent with the help of Dynasty Financial Partners.

To meet rising client demand for digital services, Wells Fargo appointed Devon McConnell as its new head of Wells Fargo Advisors Digital to oversee development of the firm's mobile and online client platforms.

Former First Allied CEO Adam Antoniades, who was recently named Cetera Financial Group's new president after both broker-dealers were acquired by RCS Capital, has been named vice chair for the Financial Services Institute's board of directors.

Beyond an increase in benefits, another compelling reason for clients to delay claiming Social Security benefits is the potential tax savings.

A former Morgan Stanley executive with 30 years of experience has signed on with Ziegler’s wealth management division as its new senior managing director.

Engaging Advisors Online

Ameriprise had a busy recruiting month in July, adding four advisors managing over $350 in assets to its franchise channel.

After being forced to produce extensive records, the board hopes a judge will similarly order two planners to produce voluminous documentation.

UBS is considering buying a wealth-management firm in Brazil as it seeks to expand that business sevenfold by 2020, said Sylvia Coutinho, chief executive officer of the lender’s Brazil unit.

Digital channels are not strategies in and of themselves, writes Kevin Tynan, a bank marketing executive. In fact, three important customer groups are unlikely to be swayed by mass emails and pay-per-click advertising.

The recently-launched Lebenthal Wealth Advisors has brought in its second large advisory practice with the addition of a $600 million team from BNY Mellon.

How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market

The wealth management landscape may be primed for a shake-up as a number of revenue-hungry banks plan to enter the business.

Without outside help, many planners are falling short on their own financial goals. A few advisors have a solution.

With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?

Is Your Series Trust the Wrong Fit?

Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, according to a report from the Transamerica Center for Retirement Studies.

Today's investors realize how little they understand banks' risk exposures and are skittish about providing risk capital. But there's a solution, according to a CFA Institute director.

Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement