Practice management

A Morgan Stanley team that managed over $650 million has gone independent using a new consultant.

Raoul Weil, a former top UBS AG banker facing trial in Florida on charges of helping Americans evade taxes, asked a judge to allow defense witnesses outside the country to testify by video because they fear retaliation if they come to the U.S.

American International Group will get at least $650 million in a settlement with Bank of America as the second-biggest U.S. bank seeks to end liability for faulty mortgages.

What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans

Benjamin F. Edwards grabbed nearly a dozen advisors and opened offices in three states.

A Morgan Stanley advisor with $200 million in assets under management has rejoined Merrill Lynch.

The oft-cited line that the top 1% of U.S. households lay claim to 30% of all wealth is probably an understatement, according to a European Central Bank working paper.

Social security strategy is situational; Delaying Medicare benefits will cost you; Don't set and forget withdrawal rates

Many firm founders are deciding that their legacies don't need to be enshrined in their firms' names.

The American College has redesigned its Chartered Financial Consultant designation coursework to add a focus on real-world client issues like divorce, LGBT families, retirement income and behavioral finance.

We've talked with advisors and industry experts to compile a list of the top books you should be sure to read this summer. The return on your investment will be intangible, but substantial -- enjoy your vacation!

Are you paying too much for long-term care?; Retirement savings makes you healthy and wealthy; Talk to your spouse and stop blaming each other

Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff.

D.A. Davidson gets a facelift as the regional firm nears its 80th anniversary and enters a new period of growth.

Wealth management is poised to benefit significantly from an aging global population and a substantial wealth transfer, a new study from Merrill Lynch shows. But some evidence suggests the industry is unprepared.

These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients.

How to get "peace of mind" retirement income; Changing insurance plans can reduce premiums; Risks of spending retirement savings too early

Morgan Stanley has picked up five financial advisors from Merrill Lynch, Wells Fargo and J.P. Morgan.

A small credit union is testing a tech-based solution to an old-world problem: busy branch lobbies.

Raymond James & Associates lured away a UBS advisor team managing $575 million in assets.