Wealth management

Dynasty Financial has an ambitious plan to expand its advisor network to between 100 and 150 top-tier RIAs with total assets under management of around $50 billion over the next five years.

Retirement Planning Group advises on solutions for saving for the future.

The new gift-tax exemption of $5 million opens the door to lots of gifting strategies, ranging from simple to more complex.

If your clients want to know the best way to buy gold, the answer may depend on whether they are acting as collectors or investors.

March is Women’s History Month, which seems like the perfect time to highlight leading women who put their money behind women's causes. With 61% of wealth now in the hands of women, and the majority of the world’s poor being women, it makes sense that wealthy women are giving powerfully. Some of the women on our list are big names, while others are rising stars.

TIAA-CREF has committed $1 billion in seed capital to Covariance Capital Management, which will start investing in the third quarter.

An increasing number of advisor teams are transitioning to the fully independent registered investment advisor model from independent broker dealers, according to a Charles Schwab Advisor Services survey, which found a 45% increase in 2010 compared to 2009.

Zachary Gronich, founder and chief executive of RIA in a Box, has seen his consulting company quickly grow bigger than he expected.

The financial turbulence of the last several years has left many professional athletes subject to losses from real estate, unprofitable business ventures and fraud schemes. From Hall of Famers to Super Bowl champions, here’s a look at ten current and former professional athletes and how they were personally affected by the financial turmoil of the past five years.

If your clients are considering long-term-care insurance, you might steer them clear of the following typical mistakes.

A popular axiom – referred to as Occam’s razor - holds that we should tend towards simpler approaches until we must trade simplicity for increased explanatory power. For estate trustees and beneficiaries considering tax strategies in the disposition of 2010 estate assets, this principle is a sound guideline.

Several years ago, Grant Rawdin passed on the chance to become a charter shareholder in National Advisors Trust, a trust company owned by a registered investment adviser and designed to serve advisers nationwide.

If your client and referral events seem a little stale, freshen them up with these creative ideas for activities, themes and locations.

The winners of the fourth annual awards, sponsored by New York Life/Mainstay Investments, will be feted at an awards dinner in Manhattan in May.

Through extensive trial and testing, TopTenREVIEWS narrows it down.