Wealth management

This interactive tool provides the full collection of data from Financial Planning's 34th annual study of the largest firms in the space.

One firm shares its blueprint to attract and retain recently minted HNW clients hungry for financial and emotional coping skills.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.

The advisors managed more than $225 million in combined client assets.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

With transparency about conflicts on the rise even as it varies by firm, critics question whether clients really understand complicated technical documents.

Households struggling with even modest debt levels may be less resilient than in years past, research shows.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

One departing practice managed $100 million in assets.

It’s hard to fight inertia. Very hard.

Here are questions the agency has been asking.

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.

What advisory firms need to know about getting the most out of their team.

After his record $2.3 billion purchase of the Carolina Panthers, some clients became concerned the demands of owning an NFL team might be too distracting.

As much as 46% believe Medicare will cover the costs of long-term care.