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More accounting firms are increasingly embracing a wealth management model, offering a broader range of services to their clients.

'It's a landscape-changer for Lebenthal,' says one industry consultant. 'A team with a book like that can write their own ticket, and if they're successful at Lebenthal, they can attract other big teams.'

BlackRock Inc.'s Laurence D. Fink, whose firm is the largest shareholder in companies from Apple Inc. to JPMorgan Chase & Co., is repeating his call to chief executive officers to engage with shareholders and be more transparent about balance-sheet decisions.

Envestnet has increased its value fivefold since going public. Buyers may take notice.

Often overlooked, advisors need to help their clients keep records of their digital assets.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

Wealthfront, an online financial advisory firm, is in talks to raise about $30 million in a round of financing led by Index Ventures, according to people familiar with the situation.

Errors and omissions insurance premiums are rising. A proposed fiduciary standard for advisors would drive the cost up further, according to insurance specialists.

See how the sequence of returns affects portfolios differently by comparing three types of clients.

Here's a sampling of bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Like immigrants adjusting to a new culture, newly wealthy families adjust in different ways. Here's how financial advisors can help.

The age of the startup megadeal is dawning.

Firms in the self-serve channel that can "combine delivery mechanisms" will be a "smart bet" going forward," predicts Tiburon managing partner Chip Roame.

Pacific Investment Management Co., the envy of the bond world when it tripled assets following the financial crisis, is finding itself in an unusual role: Playing catch up to competitors in the growing market for exchange- traded funds.

Like immigrants adjusting to a new culture, newly wealthy families adjust in different ways. Here's how financial advisors can help.

Almost two months after a court order, the CFP Board has failed to produce the required documents, Florida planners say.

From why one RIA created an all-female advisory firm in order to improve its service model to how companies are finding the best job candidates using social media, here are the notables and quotables from the past week's stories.

Under Obamacare, advisors can direct clients to health savings accounts, which they can use as medical IRAs.

Five former aides to Bernard Madoff who spent decades working for his firm were found guilty of helping run the biggest Ponzi scheme in U.S. history, a $17.5 billion fraud exposed by the 2008 financial crisis.

Over the next 12 - 18 months, the bank will introduce the U.S. version of the ultra-high-net wealth management program that its parent, BNP Paribas, rolled out in Europe and Asia.