Wealth management

America's emerging millionaires are well positioned for asset growth but are also in need of more financial planning, according to research released Wednesday by Fidelity.

High-net-worth investors have increased their number of provider relationships, according to Cerulli Associates.

While spending years in litigation over a single piece of art is unusual, family fights over valuable or sentimental personal property left by a deceased loved one are far from uncommon. The mess involving a Warhol portrait of Farrah Fawcett offers an important estate planning lesson for advisors.

As advisors increasingly move toward a fee-based business model, BIC looks at the most successful advisors in the channel. Here are the top 25 bank advisors based on their fee-based business.

Many considered Dec. 31, 2013, the final date for year-end tax planning, but there are numerous planning actions that you can take in 2014 retroactive to 2013. Here's a quick and easy guide to help with planning.

An advisory group in Winter Park, Fla. with $550 million in client assets leaves Morgan Stanley to go independent.

Financial services firms' 2014 plans center on product lines, distribution capabilities and technology, according to a survey done by Cerulli Associates.

The move is part of a shift of emphasis from life insurance "to a more well-rounded protection and retirement planning approach."

Granite Financial says it hopes moving to the IBD will power growth.

Municipal bonds remain attractive even after their divergence from Treasuries this past week, industry watchers say, suggesting the recent signs of strength in the market may carry into the new year.

Rising Treasury yields and the biggest equity market rally in 16 years are leading one measure of stock valuations to the most bearish level since 2011.

A new PriceMetrix study outlines critical factors for keeping clients connected.

Want to be a divorce financial planner? Here are the top tips to help you be successful.

If you asked your clients to describe you and your practice in two sentences, would you like what they have to say? Would they even be able to describe you or your practice in two sentences?

These fast-growing firms are pushing boundaries and setting a new pace. See who topped the charts on Financial Planning's third annual list of RIA leaders.

The SEC is putting advisors on notice that its examiners will cast a wide net in their reviews of investment advisors over the coming year.

The CFP Board announced this week that it's shortening its CFP certification exam and transitioning to a computer-based testing platform.

Municipal bond mutual funds recorded their lightest outflows since May 22—when they last registered inflows. But money still flowed from funds for a 33rd straight week, Lipper FMI numbers showed.

Contrary to popular belief, there are some tech stocks that offer dividends for a client portfolio. Here are a few ways to find them.

The well-financed venture promised big hiring in 2013, but a November ADV form shows them well short of goal.