Wealth management

Advisors need to redefine their role when it comes to wealthy families and their heirs.

There's a stark choice facing many players in the rapidly consolidating B-D game: Grow like crazy or call it quits. Here's a closer look at the the 50 largest independent broker-dealers by total revenue for 2012. Here’s a closer look at the the 50 largest independent broker-dealers by total revenue for 2012.Also see: Last Year's List. Job Satisfaction: The Independent B-D Scorecard 9 Ways to Keep Clients From Overspending in Retirement

LinkedIn is a great resource for wealth managers looking to interact with existing clients or find new ones. Here’s a step-by-step overview to help grow your AUM.

Advisors and their clients are always looking for the next great international investment opportunity. Here are five countries to keep an eye on this year.

The New York-based company hired Austin J. Philbin as a senior consultant of RIA services and Monique Miller as director of business management.

Principals of RIA firms need to pay closer attention to workflow and operational issues at their firms, especially if they want to stay viable amid rising operational costs, Pershing Advisor Solutions said.

The newly combined Boston-based RIA will have $2.5 billion of client assets.

Anticipated demand for personal trust services has prompted National Financial — the clearing and custody business of Fidelity Investments — to incorporate personal trust services into its broker workstation used by nearly 280 broker-dealer firms.

The new services will include organizational tools to help family members organize vital information, paper files, electronic records and digital passwords.

BNY Mellon hires two more pros in its Tampa office, which has seen double-digit growth since it opened in 2008.

Linscomb & Williams, which has $2.7 billion in assets under management, hired Abigail C. Gunderson, Ryan L. Patterson and Lauren J. Bain.

Advisors should encourage their clients to take advantage of current gifting opportunities, now that individuals can give others cash gifts up to $13,000 tax-free.

Legacy expert attorneys Danielle and Andy Mayoras say the saga surrounding the estate of one-time child TV star Gary Coleman provides yet another learning opportunity for advisors and their estate planning clients.

The Women Advisors Forum in New York on April 26 marked the second conference of a six event series touring the country this year. Check out these photos for highlights from networking opportunities key sessions on career advancement, recruitment, investing, social media and more. And stay tuned for more on upcoming events in Dallas, Chicago, Boston and Southern California.

Creating a successful marketing plan is a daunting challenge for any wealth manager. Here are 10 ideas to help get you headed in the right direction.

Citing enhanced technologies and retirement planning support for its advisors, National Planning Holdings announced first quarter 2012 sales and revenue gains of 15.7% and 8% respectively compared to a year earlier.

Bank of the West Wealth Management has hired Scott Cripps to oversee the group’s fiduciary responsibilities to affluent and high-net-worth clients.

Trying to grow your practice? Here are 12 methods that can help.

The companies, based in Fort Lauderdale and San Francisco respectively, have been fighting an uphill battles against larger competitors. They said in a press release Tuesday that the merger will create a firm, with the scale and resources to provide an alternative for independent investors.

Legacy expert attorneys Danielle and Andy Mayoras say advisors can point to the bigamy scandal surrounding actress Reese Witherspoon’s family as yet another example of why it’s so important for clients to have their estate planning and legal affairs in order.