Wealth management

Health organizations take the biggest hit, with a 63.7% decrease, according to a BofA Merrill survey.

In On Wall Street's fourth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 stack up.

Looking for a stocking stuffer for your favorite financial planner? Check out the 10 best-selling books for advisors from Amazon.com.

Bank Investment Consultant magazine honored the industry's best bank-based financial advisors for 2010. Take a closer look at what makes them so great.

Uncertainty around the estate tax and other tax rates is causing many wealthy Americans to have second thoughts about how much to donate to charities.

FINRA panel says firm must pay $1.8 million to investor.

As it readies for a massive pruning of its mutual fund family, Columbia Management Investment Advisers is promising a stronger, more affordable lineup.

Just when the advisory community was hoping that it had put Bernie Madoff behind it, federal authorities announced that two of the disgraced financier’s lieutenants have been indicted on criminal charges and are also facing a civil complaint from the Securities and Exchange Commission. Meanwhile, the Internal Revenue Service announced earlier this week that it has withdrawn the John Doe summons in the UBS AG scandal in which the U.S. demanded that the company hand over…

Collapsing margins – but serving customers better. Integrating complex platforms – then setting up standard-setting data centers, out of fresh cloth. Here’s how 10 top CIOs became the best on Wall Street.

While 90% of wealthy business owners give to charity, only one-fourth of entrepreneurs say their financial advisor helps them plan for it.

It's difficult to overestimate the cost of hiring wrong. According to Top Grading by Dr. Bradford Smart, the average cost for a bad hire, earning between $50,000 and $100,000, is $80,000. While, there is no foolproof method that guarantees consistently good hires, here are some tips to maximize the chances of success.

What will it take for Americans to think of the words “women” and philanthropy” in the same sentence?

The economic downturn took a toll on how much money wealthy families donated to charity in 2009, with average gift amounts tumbling by 35% from 2007, according to a Bank of America study released on Tuesday.

The unit of U.K.-based Barclays plc, opened a national U.S. trust company, Barclays Wealth Trustees (U.S.), NA., based in Delaware.

Glenmede Trust's office in New York has helped provide a quick asset boost in the wake of the market crash. The Philadelphia firm has added about $2 billion to its assets under management since the end of 2008, for a total of $18 billion.

S&P Equity Research, a division of the New York-based credit rating agency, identified 29 funds that achieved the highest overall five-star quantitative ranking in each of their respective categories, and gave them gold, silver and bronze placements.

For four days, advisors descended on Boston for insights on practice management, regulatory changes to help improve their business.

Most advisors segment their clients books, but few do so systematically, according to a Schwab practice management expert.

The ETF business is exploding with more providers entering the space and more interest from advisors and investors than ever before. Many advisors are becoming more sophisticated in their use of ETFs. However with rapid development comes confusion. The ETF 360 Summit on Oct. 21 in New York City helped advisors sort through the clutter and confusion, teaching them to identify the buying opportunities to get the best results for their clients.

More than half of investors are maintaining their level of charitable giving in the fourth quarter—whether their advisors choose to help them or not.