Wealth management

The entrepreneur's OSJ also recruited an advisor named after J.P. Morgan and another new affiliated practice.

Advisory firms are generating "phenomenal" internal rates of return for PE buyers.

For clients’ portfolios that need international diversity, these funds focus on the region.

With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

Simple solutions may be a better alternative to customization, says the company's CEO.

Most clients don’t give a hoot about fiduciary and best interest standards.

Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

Should the board use 1% of its budget for its own oversight? A former board chairman responds to this proposal.

The firm is snapping up five- and 10-year notes as it predicts slowing inflation and trade tensions will push the Fed to lower its benchmark 75 basis points.

It may seem counterintuitive, but differences of opinion can improve an organization.

An advisor of 36 years, Jay Mastilak moved to Stifel from Wells Fargo.

The custodial bank says it has reimbursed the affected clients with interest.

Clients seeking to recoup some $14 million in damages have received only 12% of their total claims, according to an SEC-appointed receiver.

Many relatively straightforward products have boosted their holdings of lower-rated bonds and emerging markets to juice returns.

The RIA adds $600M in AUM with its third acquisition of the year.

“We are not delaying and we are not changing the standard,” Chairwoman Susan John says of pressure to weaken the board’s tougher guidelines in line with the SEC’s Reg BI.

Recruitment is ongoing — not a one-time sales pitch.

Digital transformation will only accelerate, a technology consultant tells wealth managers.