Practice management

A landmark Supreme Court ruling ironed out many but not all of the wrinkles in the legal landscape for gay clients.

We're a long way from building strong, interpersonal relationships with computers (the movie "Her" notwithstanding), which gives banks an advantage.

A sharp decline in the rate of home ownership, coupled with rising rents, is taking a toll on retirement security; Plus, why people don't buy long-term care insurance.

KeyCorp in Cleveland has hired Gary Poth as head of its family wealth division at Key Private Bank.

The landmark Supreme Court decision means same-sex spouses are now entitled to equal protection under the laws of every state, but it's still vital to plan proactively, writes attorney Matthew T. McClintock.

The U.S. Supreme Court just legalized gay marriage nationwide. If same-sex couples get married, they gain access to hundreds of legal and financial benefits.

A Morgan Stanley exec and other industry experts urge financial planners to embrace this approach to making investments, popular with both millennials and women.

Jordan Curtis from Mountain America Credit Union focuses on inflation and Social Security for his largely blue-collar client base.

Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings.

JPMorgan sued six former executives who defected to rival Morgan Stanley, seeking a court order blocking them from enticing clients to follow.

Over the past six months, three trends have emerged that make going independent increasingly attractive to these billion-dollar teams.

Advisors play a crucial role in keeping clients accountable to their retirement savings plans, according to experts at the Morningstar conference.

There are actions every advisor can take to ensure that they give their clients the best advice while minimizing errors as much as possible.

Fraud against elderly clients has risen over the last five years and financial advisors have a critical role to play, according to an AICPA survey.

Business development and investment management are the most difficult positions to fill, a new Schwab study found.

Three industry veterans left the wirehouse space to join U.S. Capital Advisors, a small dually-registered broker-dealer and RIA.

A third of 1,000 online investors surveyed by E-Trade Financial would like to monitor their investments on wearable apps.

Access National's four-year-old wealth management subsidiary has grown rapidly and is poised to enter the black. The allure of fee revenues has drawn many community banks into this field amid weak loan growth and tight interest margins.

Tips for investors on securing their IRA and 401(k) accounts; Plus, how saying 'no' can help ensure a smooth retirement.

Two advisors left the wirehouse to join the large regional brokerage, representing the latest in a recent string of mega teams that have switched firms.