Financial planning

The RIA founded by former Barclays advisors caters to ultrawealthy clients.

The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.

Plus, the average employee contribution rate reached 8.8% in the second quarter, up a full percentage point from a decade ago.

As the season comes to a close, check out these recommendations for advisors and clients.

In some ways, their investments are a microcosm of trends sweeping the wider market.

Successful firms reveal how they appeal to wealthy prospects — and elite advisors.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

Hyperpersonalization delivered via improved technology is critical for client relations, a new report says.

Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

Ranking RIAs by AUM or number of employees is misleading.

Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.

They have begun eyeing clients with $1 million and less.

It increased at the slowest pace in five years, according to a new report.

Shannon Kennedy will lead a global expansion of the unit, with a team of more than 200 people.

Advisors can’t underestimate the emotional toll an exit can impose.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.