Wealth management

Sales and advice should be separated by law, because there’s a clear difference between true "fiduciary" practices and those of the brokerage industry, Fiduciary Institute says.

"We want to focus on what advisors can do to prepare for the next generation or two," says NAPFA chair Robert Gerstemeier.

Washington Wealth crests $1 billion in AUM by adding Martucci Adams Wealth Advisors of Salt Lake City.

314 taxpayers have IRAs averaging $258 million each; Why your 401(k) is missing $273K; With Calpers quitting hedge funds, other investors reflect

As the S&P 500 bounces around record levels, observers from Blackstone Group’s President Tony James to Yale Professor Robert Shiller find U.S. stocks overvalued, but the same isn’t true for foreign equities.

TD Ameritrade's online hub will offer information and action alerts to advisors as lawmakers and regulators weigh hot-button issues.

Wealth management services reeled in record first-quarter revenue for bank and thrift holding companies. Here are the top 10 banks with the fastest-growing wealth management programs.

Four years after a financial planner helped save the life of a soldier with high debt, a new crisis emerges; Wells Fargo pledges help.

The custodian giant announced Monday a redesign of its online Education Center that allows advisors to earn continuing-education credits while also boosting their own knowledge.

Less than 1% of young people say they want financial services providers to contact them through social media, according to new research by BNY Mellon.

Failure to set up a clear plan may result in children owning the home as tenants-in-common, in equal shares -- typically a recipe for disaster.

Testing a blended approach to retirement income; Calpers to end hedge fund investments; How to add diversification to your retirement investments

Emerging markets bonds are volatile so they aren’t for everyone. But three main factors behind the sector's outperformance over the past decade continue to push this asset class higher, advisors say.

These firms have the highest percentage of female reps. What are they doing differently?

Retirement health costs, planning for the wild card; Here are 3 important things to think about if you're retiring soon; Clean up that cluttered portfolio

In the past, most dividend payments have continued, and many increased, even when stock prices have fallen.

Morgan Stanley grabbed an advisor team managing $1.1 billion in assets. But the wirehouse isn't the only firm recruiting top talent. See these and all the latest hires, moves and promotions among wirehouse advisors.

If you want your entire team focused on bringing in new clients, you'll need to restructure your organization to make that happen.

With NATO and Russia at loggerheads over a civil war in Ukraine, Britain facing the possible secession of Scotland and the Euro sinking, it might seem odd to think about investing client assets in Europe. But think again, some experts say.

With domestic oil and gas production forecasts buoyed by fracking extracting technologies, many investors have begun to seek new ways to refine their asset portfolios so they bolster efforts to help the earth achieve sustainability.