Wealth management

FINRA has identified the suitability of the bonds of distressed municipalities for investors, as well as municipal advisor activity, as areas it will focus on in 2014.

Younger millennials carry half the debt of their older peers.

Treasury 10-year yields fell from the highest level in more than two years as investors speculated whether the U.S. economy will improve enough for the Federal Reserve to end bond purchases in 2014.

Most working-age people in the U.S. and worldwide who expect an inheritance think it will fund all or part of their retirement.

Optimize Capital Markets has created a portal to automate capitalization deals of $2 million to $20 million. But along the way, it has found investors are not willing to part with their money in a completely automated way.

After a blog post suggested tweaks to modern portfolio theory, advisors and other professionals voiced moderated support for the investing philosophy.

Clients are wary of working with young advisors. Here's how to win them over.

Fixed income funds dominate the space, but equity and futures funds may pick up speed soon.

One planner gained expertise handling her own family's needs - then offered that knowledge to other advisors.

Leon LaBrecque has built a successful business working with police officers, firefighters and the 'working affluent.'

A revised chart helps explain returns and highlights the greatest challenges for diversified investors.

Financial theorist William Bernstein raises the specter of 'deep' portfolio risk. Warning: This may get ugly.

Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary.

Consolidation is reshaping our rankings of RIA Leaders - which firms will top next year's list?

This year's list includes fast-growing hotshots who are challenging the status quo, established stalwarts and granddaddy firms that have been around for more than a century.

Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.

Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

Better communication skills can help you build new relationships despite a cultural shift toward greater skepticism.

After a recent Tax Court ruling involving prohibited transactions inside an IRA, two investors face steep penalties.

Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.