Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.

Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study.

The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.

A McKinsey study highlights the growing financial power of investors who are women and underscores that financial advisors who ignore them risk missing out on a $10 trillion opportunity.

Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciated tool.

The annual SmartAsset study reveals how the industry extends far beyond Wall Street's geography.

Also this week, LPL picks up teams from Cetera and Ameriprise and Stifel draws from Merrill

Also this week, Hightower invests in a large RIA and Bernstein names a new head of wealth management.

Despite the notable flows and valuations, some sellers get locked into an ill-fitting parent firm without many options for getting away.

The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.