Financial planning

Steven Cohen, who agreed to close down his SAC Capital Advisors as part of a settlement with the U.S. government, will rename the firm and add a layer of management to oversee traders as the hedge fund becomes a family office, said a person familiar with the firm.

Advisors who want to hire millennials need to extend a hand, says one workplace consultant.

Revenue growth, profit margins, revenue per professional and AUM per client all were greater among advisors using a team approach, according to new research.

There's been a lot of movement at UBS over the previous weeks, with six advisors joining the Swiss bank while others have gone independent.

Selling high is a dicey proposition. But this simple mental trick can help you nail the other half of the investing equation.

Eric Clarke has spent more than 20 years working at his family's firms. He wouldn't have it any other way.

New websites offer a higher yield alternative for the fixed-income segment of a portfolio.

The goal isn't to avoid paying the IRS altogether -- it's to maximize after-tax returns. These five tactics can help advisors help their clients.

It's not just about creating alpha or finding yield, but also showing clients how to enjoy their savings.

Clients misunderstand a lot of factors regarding the impact of property ownership on their tax obligations. Here's how to make sure they stay one step ahead.

Which group of advisors is truly subject to stricter oversight? FINRA may not be telling the whole story.

Looking for a relatively inexpensive way to connect with the clients in your target niche? Tell your story.

You need some sort of economic glue, such as a revenue-sharing agreement, to hold a strategic alliance together. These 5 steps should get you started.

Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.

As lifespans lengthen and the housing market rebounds, some advisors are reconsidering real estate as a long-term investment for their older clients.

The mutual fund and ETF industries are creating new products that could offer the benefits of hedge funds without the high fees and minimums.

Unaddressed problems can lead to group dysfunction, but having a difficult conversation can nip the problem in the bud and keep the office a productive workplace.

Emily Pitts, general partner at Edward Jones, relates how she found her calling in educating clients about financial planning.

Readers asked if a branch manager is allowed to telecommute. Alan J. Foxman has the answer.

With FINRA likely to impose some kind of compensation disclosure rule this year, advisors need to think about how best to explain how they get paid to their clients.