Wealth management

As his biggest IBD acquisition closes, Nicholas Schorsch predicts more big-ticket M&A deals during a Milken Institute session; another panelist warns of inflated price tags and bad behavior.

Deal adds over 6,600 financial advisors, giving RCS the country's second-largest independent network by advisors.

While new rules and higher stock market returns have increased clients' tax liabilities, only 29% of advisors say they've initiated a conversation about the matter in the last quarter.

At Delaware Dividend Income Fund, lead manager Bob Zenouzi invests with an eye toward valuation and dividend increases.

Advisors often need help developing the skills required to build a growing firm.

Here are three steps you can take to leverage the power of LinkedIn to produce leads and grow your practice.

Hedge funds and private-equity firms have created bogus service providers to boost fees they charge to portfolio companies and investors, SEC Chair Mary Jo White will tell lawmakers in Washington today.

From gender inequality in the financial planning profession to the expansion of financial education and wellness programs, here are the most notable quotes from the past week's stories.

Advisors who are good communicators have clients who are more compliant and give more referrals. Understand how to manage three important types of conversations.

As a CPA turned planner, Jean-Luc Bourdon focuses on tax-efficient income and other elder issues.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

With nearly $400 million in assets, the trio will bring their new firm's assets to roughly $1.3 billion.

Hashtags make it easier for advisors to stay on top of industry developments and contribute to larger conversations taking place.

As interest rates edge up, advisors should understand which asset classes fare best during times of higher inflation.

Later this week, we'll unveil our annual Top 20 Program Managers. In the meantime, we're proud to present our debut of The Next 20. These program managers ranked 21 through 40 in our final analysis.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Advisors who are successfully merging traditional with social marketing today are experiencing increased visibility, credibility, stronger brand recognition and more frequent conversions.

Social media has made email marketing even more powerful. Here's how to integrate these two marketing strategies.

Here is a rundown of the high-profile investors in small U.S. banks who command attention and their investments styles.