Economy

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

The firm plans to add 1,000 new advisors and $47 billion in net new assets in 2017.

The partners took a different path than most in launching their own franchise practice.

The fast-growing firm has added 300,000 square feet of office space to its headquarters.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

The group is the latest to join the boutique firm, which has been operating under new leadership.

CEO Jim Cracchiolo reported record client assets and a sharpened focus under the fiduciary rule.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

The regional firm picks up six advisors, including a father and a son.

The fast-growing independent firm has picked up more than two dozen advisors this year.

The broker is an industry veteran and was a member of Morgan Stanley's chairman's club.

The move is the latest in a series of departures from the wirehouses to smaller independent firms.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.

As technology forces rapid evolution, conditions will improve for entrepreneurial women.

The team marks at least the second to opt for a smaller IBD over the nation’s largest.

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.

The company also said that its advisor ranks are growing.