Financial planning

Advisors share client anecdotes that made them stop and say “huh?”

Nearly three-in-four advisors (73%) do not have a succession plan in place.

Morgan Stanley’s CEO believes the Fed will hike interest rates three more times this year.

Advisors say they are becoming more dissatisfied with the way wirehouses are managed.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

The firm has been working for two years to integrate BlackRock’s risk-management system into its platforms.

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.

The platform provider is pushing the concept hard, but early reviews are mixed.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

This move shows how large asset managers have taken note of certain trends.

The firm left Kestra for PKS as part of the move as increasingly large breakaways fuel the independent movement.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

Investors slammed the sell button on passive products in February amid the return of volatility that saw a record jump in Wall Street’s fear gauge.

Scheduling freedom allows for more time with the kids, say those in the industry.