Wealth management

370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

Just five asset managers hold about 80% of the new money added to the municipal-bond market this year.

Profitability is improving and all divisions, except the firm’s biggest — wealth management — surprised the market on the upside.

After almost a decade of competing for digital advice assets, new banking offers have the firms going toe-to-toe again.

The executive's sudden announcement raises questions about whether the company’s retail brokerage platform will compete with advisors.

Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.

Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.

The declining headcount comes even as the firm pulls in several big hires.

With markets near certain that the Fed will lower rates this month, debate has shifted to the size of the cut and its impact.

Contribution limits in a Roth IRA could shrink for couples after marriage.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

Analysts and advisors expressed surprise at the announcement.

The wirehouse’s pipeline for incoming brokers is at a two-year high.

More than half of RIAs aren't recruiting from other firms. This may be why.

The hire comes about a week after the boutique wealth manager lost a similarly-sized team to rival Morgan Stanley.

Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.

Investors wary of an intensifying trade war have piled into the firm's bond products, boosting net flows to $151 billion, according to the company.

The practice made the move as reps say they're more likely to breakaway now than at the end of 2018.