Practice management

"You have to go where the money is," says Evercore Wealth Management chief executive Jeff Maurer, as the firm pursues UHNW clients with $5 million to $200 million in investable assets.

Michigan would pay $350 million over 20 years to reduce bankrupt Detroit’s pension liabilities under a deal struck by Governor Rick Snyder and lawmakers.

The biggest U.S. phone company said its fourth-quarter results will include a non-cash gain of about $7.6 billion to account for changes in its pension fund and retiree benefit plans.

You've probably heard it's best to wait until age 70 to file for Social Security benefits, if possible. But do you know when it's advisable to wait even longer?

Social Security has major long-term issues to solve, but until then it's still a critical source of retirement income for clients.

What should you be doing to ensure that your culture and management mentality perpetuate an attractive place for new hires to work and grow for years to come? Here are some tips to consider.

Writing an investment policy statement can increase client satisfaction, investment returns and facilitate an advisor's fiduciary duty.

To avoid common traps like groupthink, firms' investment committees need to start by examining how they think.

See who topped the charts on Financial Planning's list of the top 50 Fastest-Growing RIA Firms. These firms range in size, but all are growing -- fast.

Preparing now can position your firm for a tidal wave of success, but failing to understand and adapt to generational differences may create a shock wave for your firm.

Northwestern Mutual is fishing for talent -- and it's using 6,400 hooks.

Regulators' attempt to carve out an exemption for small banks from a key part of the Volcker Rule satisfied most institutions that feared getting swallowed up in the Dodd-Frank Act provision, but left others still vulnerable to the regulation and facing significant losses.

Gearing up for more stringent regulations ahead, SIFMA is calling on regulators to better coordinate efforts and craft a business-model neutral fiduciary standard.

Newport Beach, California, where four ranking lifeguards earned more than the town’s $109,677 median household income in 2012, may partially disband its municipal ocean rescue to deal with rising pension costs.

The state, which shoulders one of the biggest pension burdens, is bucking the wave of local governments trimming the benefits.

A former JPMorgan Chase executive was barred from the brokerage industry for allegedly passing inside information on corporate mergers to a friend, FINRA said.

Without a steady stream of content to share on your social media platforms, the opportunity to connect and inspire your audience is gone. Here are some tools and tips to help you plan and share content without taking too much time out of your busy day.

The $1.3 billion Rockville, Md., advisory firm has added two prominent advisors to its team, adding roughly $50 million to Highline's assets under management.

The FPA and other organizations calling for stricter regulatory oversight of investment advisors reacted with dismay to the omnibus federal spending bill unveiled this week, which they say will leave the SEC unable to effectively police the industry and protect investors.

America's emerging millionaires are well positioned for asset growth but are also in need of more financial planning, according to research released Wednesday by Fidelity.