Wealth management

There are a few basic steps investors and advisors can take when voting their proxies to promote gender diversity on corporate boards.

As global wealth grows and client expectations rise, wealth managers need to develop sophisticated capabilities at once, a BCG report finds.

Are you reaching out to clients effectively? Advisor communications techniques -- both online and in the real world -- are a key focus area in Pershing's second annual study of advisor success.

Wall Street veteran Sallie Krawcheck is putting her name behind a new index fund that before its re-launch suffered dismal long-term performance. Will advisors be interested?

Clients want to give back, and not just for the tax breaks.

More planners say they are doing better than ever, according to Pershing's second annual study of advisory success. Here's what they are doing right.

Do your clients know the value you offer? Here are five things to keep in mind as you create and disseminate your value proposition.

Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.

A fee-based practice is worth more when larger firms are looking to make an acquisition.

To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.

Proposed EPA carbon rules could reduce the longstanding attractiveness of power companies as dividend investments.

Joan Khoury's position will be eliminated and most marketing functions and all training teams will transition to a new Client Experience and Training group headed by Mimi Bock.

Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career.

There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. “You’re moving too slowly and you have to be more aggressive.”

A former Merrill Lynch executive has joined Focus Financial Partners to co-head a program that helps wirehouse advisors go independent.

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

"The wealth creation cycle in Silicon Valley right now has produced many business opportunities which are keeping the entire office very busy," says the firms' new director of wealth management.

Suspending the payroll tax for people over 65 would decrease total government receipts, yet make it easier for older adults to work.

Most people nearing retirement expect their advisor to help them maximize their Social Security benefits, with four in five saying they would switch advisors if their current one failed to do so.

The IRS is considering expanding a program under which it delays tax refunds for up to six months for delinquent taxpayers.