Financial planning

United Capital anticipates adding $1.5 billion in assets in buying Select Financial Group and PSA Insurance & Financial Services.

The wirehouse advisors joined forces at Dynasty Financial Partners to launch Cardan Capital Partners.

Is it time to take a closer look at private foundations?

The restriction prevents clients from selling at a loss and buying back the same asset within 30 days. But there are strategies advisors can employ to use the rule to their clients’ advantage.

Companies that provide advice on Social Security are rushing to update their computer after a new law scraps "file-and-suspend" strategies; Plus, five smart things your clients should do the minute they retire.

Advisors who focus on getting all the assets of their crème de la crème prosper.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

The wirehouse is developing an automated investment prototype for Merrill Edge, its discount brokerage for accounts under $250,000.

The deal should be a signal to robo platforms they need to pair their technology with traditional advisors to remain competitive, analysts say.

With labor-market slack continuing to shrink, October's pop in wages may prove more than just a one-month blip. All of this is key evidence for those Fed officials who'd like to start raising interest rates as soon as next month.

Hiring junior people can help free up more time for senior advisors to work with top clients.

This is the primary opportunity to understand their objectives, motivations and expectations.

Firms that rely on a few individuals or just one person should look at ‘key person’ insurance.

What client should consider when using charitable donations as a year-end tax-saving strategy. Plus, how to cut clients' tax bills when they sell securities.

Retirees who want to boost their current income stream and expect to have a long life span are better off with an immediate annuity than other annuity types; Plus, five myths about IRAs.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

Mosaic Family Wealth helps, athletes, executive and entrepreneurs live a life of significance.