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This year's higher taxes played a secondary role as demand for municipal bonds surged after April 15 tax deadline passed, according to analysts.

Clients want to give back, and not just for the tax breaks.

Gen-Xers lost about half of their wealth between 2007 and 2010, according to a Pew Economic Mobility analysis last year. But even before the housing collapse, they were having trouble keeping up with their parents in building assets.

More planners say they are doing better than ever, according to Pershing's second annual study of advisory success. Here's what they are doing right.

Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles, a new survey from the Financial Planning Association shows.

ETF and mutual fund providers need to rethink their sales and marketing strategies in light of the rapid growth in the sales of these products by registered investment advisors.

The new breed of branch employee can do it all. Have tellers finally reach the end of the line?

Do your clients know the value you offer? Here are five things to keep in mind as you create and disseminate your value proposition.

Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.

The European Central Bank's historic step announced Thursday slashing its interest rate on deposits to negative territory at -0.1% caught the attention of U.S. advisors, but whether the move will result in any major portfolio changes is still to be determined.

When some investors were fleeing Russian stocks as President Vladimir Putin moved to annex Crimea, Pacific Investment Management Co. turned bullish.

A fee-based practice is worth more when larger firms are looking to make an acquisition.

Merrill Lynch lured away two advisors from Barclays Capital, where they managed a combined $285 million in assets.

The new platform is an extension of PNC’s Wealth Insight platform, which the bank rolled out to high-net-worth clients in 2011 to wide acclaim.

To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.

Proposed EPA carbon rules could reduce the longstanding attractiveness of power companies as dividend investments.

Joan Khoury's position will be eliminated and most marketing functions and all training teams will transition to a new Client Experience and Training group headed by Mimi Bock.

Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career.

There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. “You’re moving too slowly and you have to be more aggressive.”

Deutsche Asset & Wealth Management, in partnership with CAIA, will now require its employees in its retail distribution arm to enroll in CAIA's fundamentals of alternative investment certification program.