Wealth management

The Kansas City Royals unveiled an investor group that includes the Creative Planning president and other prominent hometown fans.

While the acquisition still needs regulatory approval, combining the two companies could be considered “anti-trust” in a different way.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.

The 2017 Republican tax law approximately doubled the estate and gift tax exemption.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

Integrated Partners added a family office practice eyeing wirehouse breakaways as part of a dozen recruiting grabs for the No. 1 IBD and its OSJs.

The potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

he potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

Know a talented young advisor? Now’s your chance to nominate them for the annual On Wall Street rankings.

The deal would consolidate an industry under pressure from a price war.

The LPL Financial advisor is using his new influence to help firms create policies to prevent sexual harassment.

The big shift in future planning: Tech that predicts behavior, says Charles Schwab’s Bernie Clark.

What advisors need to know about revenue sharing, wrap fees and outside investors in the wake of Reg BI.

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”