Wealth management

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

Data reported by the Investment Company Institute.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Industry headwinds from costs and fees remain as relentless as ever.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.

Mariner Wealth's and Mercer Advisors' deals for RIAs totaled over $3 billion in AUM in just two weeks.

If you do not fully understand the regulations, you’re not alone.

The SEC may have had good intentions, but the guidelines have distorted markets and reinforced the allure of companies that forego the IPO.

The fully-independent channel remain a competitive threat to IBDs attempting to retain top advisors while dealing with lost revenue.

Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.

"Retiring just before a stock market peak could be ruinous to your financial health but it doesn’t have to be,” says an expert.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

Digital firms are boosting features to stay competitive in a crowded advisor-tech marketplace.

'Know which problems you are trying to solve,' says InlVest speaker Kabir Sethi.

Bob Oros is a leading candidate to head the RIA, but he, or any other successor, will be under “super pressure” from the firm’s owners.

Recently, higher interest rates and stock market volatility have undermined gains.

The company's head count has expanded by 43 advisors in the past year.