Practice management

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.

Many independent advisors say they consider themselves fiduciaries, even if they aren’t legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal?

Deutsche Bank's asset and wealth management unit is in growth mode in the U.S., hiring a string of managers and advisors.

Fraud fighters have spotted a new form of ATM skimming device that is so small it's easy for the human eye to miss.

Easy way to increase a nest egg; How divorced clients can boost retirement income; Why 'style drift' matters

Four advisors were lured away from UBS in a sweeping recruitment move by Wells Fargo Financial Network, while four other advisors joined Wells Fargo Advisors.

Nearly six months into her first term as Federal Reserve Board chair, Janet Yellen has sought to put financial stability on nearly equal footing as monetary policy.

Both parents and their adult children report they are more comfortable talking to a financial advisor than to one another about planning and wealth transfer issues. Use these 7 tips to boost your firm's offering.

When is it ok to borrow from your 401(k); Picking the best pension payout; Paying long-term care with HSA money

Roughly three in four advisors said they were likely to seek out additional support, content or tools related to Social Security in the next year.

Morgan Stanley has lost a team that generated $3 million in annual revenue to Steward Partners Global Advisory, boosting the eight-month old independent firm's total recruited assets to more than $1 billion.