Wealth management

Muni experts expect outperformance by high credit-quality issues, a decline in refundings, troubled credits to dominate the headlines, and the Fed to raise rates in the second half of the year.

Because of convoluted laws and treaties, many clients are leaving money on the table.

Wealthy millennials are downloading apps more than other age groups, but for many categories it's boomers and Gen Xers who are the key users.

The wirehouses aren't fading yet, but many independents argue that these firms will need to change dramatically to retain market share.

"We want our planners to feel unsettled when their clients are unsettled," says Grant Rawdin, who has built a $2 billion firm on specialized, deep advice.

On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 11 to 20 share how they got there.

On Wall Street unveils the top regional advisors under age 40. They share success stories and plans for future growth.

"Branding initiatives are critical today, and the CFP Board should be applauded for its effort, but it's really difficult to assess the effectiveness of a national campaign on a local level," says marketing expert April Rudin.

Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients.

The industry's top young producers share how they made it to the top.

On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 31 to 40 share their secrets.

These advisors are ranked most consistently among the best of the best.

Opponents warn definitions are overly broad and call on advisors and brokers to make their voices heard at the Labor Department.

What marriage equality means for Social Security benefits; Plus, why couples have to negotiate their visions of retirement.

Analysis: Fortunately, three industry giants appear more concerned about earning market returns and avoiding foolish behavior than introducing new "hot" products.

Two veteran advisors went independent with Dynasty, dwarfing the firm's previous recruits.

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

Leaving the wirehouses for independence can be worth it, but be prepared for the unexpected, advisors say.

"LPL is a different place than when we started there 11 years ago," says CBD Wealth Management partner Robert Comeaux, Jr.

While the S&P 500 returned 10.4% over the past year, certain sectors have surged nearly five times that. After those big gains, is it time to sell? Check out the top 10 equity sectors over the past 12 months and consider whether rebalancing should be high on your priority list.