Wealth management

Advisors significantly underestimate how many of their wealthy clients contribute regularly to charities and how much they give. This represents a missed opportunity for everyone.

Peak, the country’s largest financial advisor coaching and resource program, hired Paul West as a managing director.­

Tax-deferred investment solution firm Jefferson National Partners has announced a partnership with CAPTRUST and the launch of five new asset allocation models.

As part of the service, SumRidge will offer RIAs and broker-dealers daily, weekly and monthly trading desk commentary in the fixed-income markets.

Snapshots from TD Ameritrade Institutional's 2012 Elite Summit in Laguna Beach, Calif.

For breakaway brokers, looking to grow and succeed in a competitive market can be hard, but according to Mindy Diamond, one of the industry's top recruiters, these firms allow advisors to maintain their independence and remain part of a team.

Martin Capital Management, LLC, has launched the Martin Focused Value Fund, which will bet undervalued shares of publicly traded U.S. companies.

May was a lousy month for investors, especially for those holding these 10 particularly hard-hit S&P 500 stocks. Also See: May Flowers: 10 Best-Performing S&P 500 Stocks

May wasn’t the best month for investors but these 10 S&P 500 stocks managed to buck the trend, delivering healthy returns to shareholders. Also See: May Flounders: 10 Biggest S&P Laggards

Advisors clearly need to change how their practices are staffed up in order to meet the challenge of running clean, client-focused businesses.

Over the course of a 30-year career, Steven Stahlberg worked for Wachovia, R.W. Baird and Morgan Stanley.

Snapshots from the 2012 Pershing Insite Conference in Hollywood, Fla.

The Women Advisors Forum traveled to Dallas for the first time on May 22 for a full day of sessions on what's next for the economy, advising clients through divorce, reaching younger generations, success secrets from multi-million dollar advisors and more. Check out these photos for some of the day's highlights, and stay tuned for more Women Advisors Forum news from our next event in Chicago on June 12.

The 48 top-paying independent broker-dealers ranked by average payout.

No advisor's stocking would be complete without these must-have books that will sharpen their professional skills. Here are 10 books for every advisor's stocking this thanksgiving.

Legacy expert attorneys Danielle and Andy Mayoras say that the inventors of Gore-Tex, the breathable, waterproof fabric used by many outdoorsmen, illustrate why advanced estate planning is critical.

With the approaching June 6th SRO Debate, key players and experts weigh in on what they think the future of the regulatory system should hold and how it will affect those in the industry.

Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc., announced that Texas-based, Karsten Advisors has joined Triad as an independent branch office.

Estateplanning.com provides consumers with information on a range of planning topics such as elderly care, inheritance, asset protection and disability. It features a legal glossary and an interactive search function that allows users to connect with estate planners in their area.

Private bank clients are more income-focused. How can advisors help them preserve capital across generations?