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The booming stock market rally of recent years makes now a prudent time for advisors to revisit what we learned about modern portfolio theory and apply those lessons -- before we find ourselves in the middle of another down cycle when mistakes snowball.

The key to winning millennial clients is to provide more for less—constantly. Here are a few ideas.

Tax reform legislation is unlikely to move forward this year, but municipal bond market participants shouldn’t think that the threat to the tax exemption for munis is gone, observers in the market said.

These advisors ranked 51 through 100 in our final analysis.Today we are showing Nos. 51 through 75. Yesterday, we had Nos. 76 through 100..

A select group of financial advisors have already reached more than $50 million in assets under management despite having less than five years of experience. What traits and behaviors help set this group apart?

It's clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects?

Increased taxes on long-term capital gains has renewed interest in trusts that can sell donated assets, avoid tax, and pay a stream of income to the donors.

HighTower has picked off $320 million New York-based Merrill Lynch team LCK Wealth Management for the partnership’s third addition in as many weeks.

These days, many people declare themselves experts in social media and will try to sell you seminars, training, and coaching services. Should you use them?

How do you expand your practice to more than $4 billion in AUM? For one firm, it's by helping clients align their investments with their value systems

Family business owners are more focused on sustaining their business’s longevity than on sustaining wealth across future generations, according to a new survey.

Retired Congressman Barney Frank, one of the architects of the Dodd-Frank financial reform law, called Friday for both stringent standards and lenient enforcement around the law's much-watched Volcker rule.

Treasuries fluctuated before the government sells $32 billion of two-year notes as part of $96 billion of coupon-bearing securities auctions this week.

MBIA agreed to insure a $1.16 billion pool of mortgages without its employees reading a report the bond insurer now claims was altered to hide flaws in the loans, JPMorgan Chase’s lawyers told a judge.

Some planners have implemented online capabilities to serve an increasingly tech-hungry public. But how much tech is enough – and does too much get in the way of good planning?

What could cause the dollar to fall and inflation to rise? Planners should keep their eyes on three potential triggers.

An SEC advisory committee on Friday recommended that the commission appeal to Congress for authority to collect user fees from advisors to enhance its oversight of the RIA sector and enact rules to tighten regulation of broker-dealers.

A 529 owned by a grandparent doesn’t count as an asset on the standard financial aid form but planning is necessary to avoid an aid reduction when money is withdrawn to pay college bills.

Scott Stringer vowed during his successful campaign for New York comptroller to reduce the $370 million in fees the city’s five pension funds pay money managers and consultants annually. His job, which starts Jan. 1, just got harder.

UBS AG, the world’s biggest wealth manager, is targeting millionaire clients in oil-rich Nigeria and Angola as Swiss rival Credit Suisse Group AG withdraws from some African markets.