Wealth management

Many advisors have been surprised, almost shocked, to learn how unprofitable the bottom 50%, 60% or even 70% of their client base actually is.

Fewer RIAs this year are in the mood to sell thanks to stable growth in the markets.

The cultural divide that has long separated bankers and advisors is easing as banks step in to settle differences between them. Here are some of the steps banks are taking to defuse the banker-broker culture clash.

The organization is planning a new, broadly accessible online program now being developed in partnership with the University of Illinois.

The 15th largest independent broker-dealer in the country, National Planning Holdings, continues to grow in size.

The latest Focus catch is a big one: Southfield, Mich.-based Telemus Capital Partners, which provides investment management, financial planning, retirement and estate planning, life insurance and tax consulting to nearly 600 clients across the country. The firm has more than $2.2 billion in client assets.

After just a few months of running his solo practice, advisor Dave Grant has run into a good problem: how to manage a growing list of prospective clients.

Despite the slow economic recovery, many wealthy business owners are increasingly confident about their finances.

A terminal diagnosis for Simpson's co-creator Sam Simon pushed him to immediately address his estate and charitable giving plans. His story offers an important lesson for your clients.

Work-life balance can be difficult to achieve for some. While working on a family vacation, new solo advisor Dave Grant began to wonder if he was addicted to work. Are you?

Americans renouncing U.S. citizenship surged sixfold in the second quarter from a year earlier as the government prepares to introduce tougher asset-disclosure rules.

Private Advisor Group, the largest branch of LPL Financial, has hired Abby Salameh as part of the unit’s senior executive team as it expands its advisory services.

Membership in these organizations is by invitation only -- but the top advisor execs who belong say the select clubs offer a big payoff. Here's how they work.

The company announced Thursday that Schwab Investment Management would be introducing six new ETFs, weighted by fundamental factors instead of by traditional market capitalization.

When using hashtags for business and thought leadership purposes, there are three best practices to keep in mind.

Our attention spans are growing shorter and competing with multiple devices – often simultaneously. So in order to express an idea that gets noticed and shared, you need to trim your critical points into sound bites.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what independent advisors say about some of the most popular overseas retirement destinations among their clients.

For the third year in a row, Financial Planning and the Foundation for Financial Planning jointly present the Pro Bono Awards to recognize both individual advisors and teams of planners who provide exceptional free planning help to those who could not afford it.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

Women are a growing economic force, and as most advisors know, it makes good business sense to learn how to attract and retain these economically powerful female clients.