Wealth management

Advisors need a global outlook to best serve their clients. International travel can help achieve such a vision meaningfully.

Americans over 50 are particularly worried about one major threat to their retirement plans and advisors must do more to help, a new survey finds.

Supporters of a broader and more rigorously enforced fiduciary standard are rallying behind a set of best practices they would like to see advisors and brokers incorporate into their practices.

Social Security and unpaid student loans, what the feds won't tell you; Medicare is pricier in unhealthy states; How the financial crisis put up more barriers to a secure retirement

While Envestnet is a leader in turnkey platform services for advisors, observers say the company still faces a host of challenges and needs someone whom RIAs can relate to in the trenches.

Israel and Gaza. Russia and the Ukraine. When does smart money bet on the conflicts subsiding?

As more companies offer ‘financial wellness’ benefits to employees, planners have a chance to build new relationships.

Nicholas Schorsch boasts of new RCS platform's offerings and advisor payoff, but user interface offers glitches, confusion.

Independent Financial Partners, an LPL firm, tapped a financial services veteran to recruit advisors from the wirehouse channel.

A Simple Way to Shrink Taxes; A trust protects a doctor’s office project; Investors should address aggressive corporate tax planning.

Michael Aronstein, a portfolio manager for Marketfield Asset Management, says the Fed moves have forced advisors to rethink the way they use bonds in a portfolio.

"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now.

For some advisors, a virtual office model offers advantages other than a reduction in costs.

Applying your fantasy football skills to retirement savings; 7 fatal flaws in America's 401(k) plans; 3 steps to protect your portfolio in the next market crash

Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors.

"Emails are a great way to share news but not a great way to have a conversation," a document management specialist tells advisors.

Frontier markets exhibit the same signs of possible profitability that could be found a decade ago in emerging markets.

The financial services sector as a whole is chasing short-term gains and in the process saddling investors with the costs of higher trading volumes and often not acting in their best interests, says Vanguard founder John Bogle.

The deal with Joseph Capital Management gives Modera a Florida presence plus tax and technology expertise.

During a time period while stock markets and housing values were on the rise, wealth and income fell for Americans aged 45 to 64, according to a new study from the Federal Reserve.