Financial planning

The fast-growing regional B-D agreed to acquire the brokerage unit of Deutsche Asset & Wealth Management and operate it under the Alex. Brown brand.

The Big Apple has the most wealth, but eight other cities grew faster. Which ones?

The Big Apple has the most wealth, but eight other cities grew faster. Which ones?

Waiting until age 70 to claim benefits may not be the best option for all clients; Plus, 3 ways clients are unwittingly sabotaging their retirements.

Advisors should focus on those areas where they can gain the most efficiency by using technology.

Fed Chairwoman Janet Yellen said she is increasingly confident that the economy is growing sufficiently to achieve labor-market improvement and higher inflation, laying the groundwork for a December interest-rate increase if data hold up.

RCS Non-Executive Chairman Mark Auerbach says the decision to shut down its wholesale distribution business is "extremely difficult but necessary."

The outlook is “scary” for wealth managers who will deal with the newest generation of clients, says David Wilson, head of Capgemini Financial Services strategic analysis.

For clients looking for income, here are the large-cap companies that boosted their dividends the most in the past three years.

For clients looking for income, here are the large-cap companies that boosted their dividends the most in the past three years.

People in higher income brackets can consider replacing less of their pre-retirement income than the 80% usually suggested by financial planners; Plus, five things retirees can do to navigate the current environment.

Market performance under different U.S. presidents highlights the importance of heeding this key economic measure.

Mark Avallone, founder of Potomac Wealth Advisors, says insurance products are good for young clients.

Three clever steps advisors can take to propel their firms forward.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Every advisor must confront rejection. But there are some upsides to falling down.

Tech dinosaurs will ultimately lose out to fleet-footed advisors who quickly embrace the latest innovations.

Dump, delay, delegate and do: It could work for you.

Retirement investors who want a new approach to asset allocation may consider one that classifies securities based on how long they intend to keep the investments in their portfolio to achieve their targets; Plus, which retirement savings plans are best for teachers?

These savvy strategies could enrich your clients’ lives, according to Jonathan Clements.