Wealth management

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.

My wife and I have just one grandchild from one of our two sons (with no current plans for a second). The other son and wife are trying but no luck yet.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.

A pair of longtime Suntrust financial advisors have hooked up with LPL Financial to form their own practice.

Because I specialize in planning for teachers, I follow a number of teachers on Twitter -- and it turns out they share information like crazy. They have multiple chats throughout the week and help each other out with their daily problems.

A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly.

The Internal Revenue Service is urging individuals and businesses that are making contributions to charity to keep in mind several important tax law provisions that have taken effect in recent years.

A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national.

When a client's loved one needs extra care, financial planners need to be equipped to answer questions and help families find the right resources.

Bill Harris shook up the financial services industry as CEO of both Intuit and PayPal. Now he's got his eye on financial advisors.

An advisor to non-U.S. citizens needs to consider where they are domiciled before refining a planning strategy.

Outflows, weak supply, rising interest rates, and mediocre returns are forecast for the municipal market as it prepares to ring in 2014 — in other words: more of the same.

Have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you?

Treasuries reached the cheapest level relative to stocks in 3 1/2 years before U.S. data today projected to show durable-goods orders rebounded, bolstering the case for the Federal Reserve to further slow stimulus.

Suggest delaying and many clients will counter that forgoing years of benefits will take a long time to make up. But it's not as long as they might think.

Set objectives for one simple, powerful reason: to identify what matters most to you. That will make it easier to build your business.

Looking to make a move? Here are top 10 tips from Danny Sarch, president of Leitner Sarch Consultants, to help you get everything you think you're worth.

Here's how to prepare as you and your clients head into the tax-filing season.

The Securities and Exchange Commission issued a staff report Friday to Congress on its disclosure rules for U.S. public companies, as part of the SEC’s efforts to modernize the disclosure requirements and reduce compliance costs for emerging growth companies.

Hedge funds got less bullish on gold before prices dropped to the lowest level since 2010, leaving the metal poised for the worst annual loss in 32 years as investors dump bullion at a record pace.