Practice management

As consumer assets grow, wealth management opportunities abound for big firms.

But experts say politics will likely put changes to tax code on hold.

After an investigation reveals mislabeling, advisors told to stop describing themselves as "fee-only" on the CFP website.

The CFP Board's abrupt changes of planners' listings on its website and its offer of amnesty to rulebreakers raises questions about previous sanctions.

The changes to the Home Equity Conversion Mortgage program introduce credit underwriting criteria to the product for the first time, which until now only had been using actuarial standards in the decision making process, a reverse mortgage specialist said.

If a storm similar to Hurricane Sandy makes landfall, how many homeowners would default on their mortgage?

The firm snapped up four Merrill Lynch advisors overseeing a total of $3.1 billion in assets.

The agency's chief administrative law judge has dismissed a commission order instituting cease and desist proceedings against two UBS executives in Puerto Rico for allegedly misleading mutual fund investors.

Pimco's Bill Gross said that wealthy Americans, having reaped the benefits of favorable tax treatment, should be willing to pay a greater share to bolster the prospects of the working class.

There’s a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.

The former central region president will now oversee the Private Client Reserve and its 1,300 financial professionals nationwide

Net inflows from wealthy clients in emerging markets slowed in the third quarter according to the world’s largest private bank for the rich.

Firms need to manage millennial employees successfully to leverage their intrinsic talents for the betterment of the organization. Here are a few key ideas to keep in mind.

A measure that would put the brakes on the Department of Labor's proposal to establish a fiduciary standard for advisors to retirement plans was approved by the U.S. House of Representatives in a largely party-line vote on Tuesday.

Rebalancing is simple, but not easy to do. With automated rebalanicing, little or no action is required to achieve even more consistent investment allocation.

A time management study showed Amerprise advisor Susan A. Riley-Hayes how she could maximize her staffing levels and fee structure.

The CFP Board’s highly publicized $36 million 'Let's Make a Plan' campaign may have misled consumers.

The firms have been sanctioned by the SEC for violating the custody rule that requires them to meet certain standards when maintaining custody of their clients’ funds or securities.

Lawmakers are set to begin debate today on a bill that would delay, perhaps indefinitely, a proposal by the Department of Labor to impose a fiduciary standard on advisors to retirement plans.

Here’s the argument for talking your clients into taking less risk today to get higher returns in the future.