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RegentAtlantic has built up a $2.4 billion firm by rounding up a baker's dozen of niche-focused wealth advisors.

Expense cuts and other factors have advisors recalculating which funds have the best payoff for clients.

Learn what the past six decades can tell advisors about future performance.

How one firm is preparing for a few of the megatrends heading our way.

With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.

Here's what to expect from the industry and your clients.

A huge expansion of wealth, new technological leaps, greater life expectancy. Planning could be really difficult.

Stock funds soar as grim forecasts prove overly pessimistic.

In contemplating the future, here's what I predict for the profession and the investment markets.

A high-achieving school in Washington offers unexpected lessons for planners everywhere.

More advisors are shifting toward a broader approach and away from investment management.

Is purchasing a place for a child to live in a smart financial choice? Here's how to help your clients avoid owning Animal House.

Each firm’s succession plan and transition will be unique, but whether it’s an internal transition, merging and staying involved or selling and moving on, not enough advisors are planning for it.

Bill Dwyer, a 20-year LPL veteran and its president of national sales, is retiring from the independent broker-dealer, according to sources familiar with the situation.

David Mook, a 29-year veteran of JP Morgan Chase, will lead U.S. Bank’s private banking services, focusing on the needs of high-net-worth and ultra-high-net-worth clients and family-owned businesses.

As more wealth management firms are emphasizing non-financial services to target high- and ultra high-net-worth clients, a new report recommends the benefits of family foundations.

Scout Investments has found new leadership for its institutional distribution team.

First Trust Advisors has launched another actively managed ETF.

Investment outlook among millionaires and affluent soured in February, affected by a decline in expected future household income and a drop in confidence over the economy, according to Spectrem.

In a highly regulated and competitive market, how do you stand out? It’s about your brand, David Avrin, the Visibility Coach, told advisors at Fidelity’s Inside Track conference in New York City on Thursday.