Financial planning

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

The unit recruited the co-founder of an investment advisory firm to launch a new office in La Jolla, California.

The law has numerous income tax consequences for individuals and businesses.

After seven acquisitions last year, Captrust snares $300 million Knox Capital for its first 2018 deal.

The revamped toolset includes financial planning software and fraud and identity theft protection.

Advisors need to be aware of how the new tax law will affect high-net-worth clients across the country.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

Ameriprise is looking to reverse a decline in its headcount.

It’s time to broaden our understanding — and assessment — of risk composure.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

This is the second time in recent weeks that the firm has poached talent from the wirehouse.

Western states dominated the top five slots on the list.

Clients may consider changing their business structure under the new law.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

The new law will affect how financial advisors and clients evaluate the pros and cons.

The effort will allow other critical resources to be focused on more substantive matters such as examinations and licensing requirements.

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Some of the biggest changes come when industries collide.