Wealth management

For investment advisors with a small pool of clients, the threat of a cyber attack that could compromise investors' personal identifying information is especially acute, says one IT expert.

The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.

Kitces and Alan Moore are launching XY Planning Network, which will assist financial advisors working with Gen X and Gen Y clients.

Some 20 years after gaining considerable renown, Sharon Rich is still running a solo shop and billing like a consultant. That's exactly how she wants it.

The program pairs newer women advisors with more experienced ones

The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.

Former Bank of America Chairman Kenneth Lewis agreed to a three-year ban on serving as a public company's officer or director and to pay $10 million to settle claims by New York's attorney general that he misled investors about the bank's 2009 purchase of Merrill Lynch.

As they prepare for retirement, senior advisors can help young planners become competent and confident financial advisors.

A business can't have value without having profits. Understand how to calculate existing profits - and then make a plan to increase them.

While headlines suggest that the Social Security system is running deficits, the truth is a bit more nuanced. For one thing, investment income is often ignored.

Often overlooked, advisors need to help their clients keep records of their digital assets.

The Insured Retirement Institute is planning the launch of an advisor council this spring.

'It's a landscape-changer for Lebenthal,' says one industry consultant. 'A team with a book like that can write their own ticket, and if they're successful at Lebenthal, they can attract other big teams.'

Envestnet has increased its value fivefold since going public. Buyers may take notice.

Often overlooked, advisors need to help their clients keep records of their digital assets.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

Wealthfront, an online financial advisory firm, is in talks to raise about $30 million in a round of financing led by Index Ventures, according to people familiar with the situation.

See how the sequence of returns affects portfolios differently by comparing three types of clients.

Here's a sampling of bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Like immigrants adjusting to a new culture, newly wealthy families adjust in different ways. Here's how financial advisors can help.