Wealth management

Building scale has become a key topic for asset managers across Europe amid sustained pressure from larger U.S. rivals.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

To attract and retain advisors, firms are reconsidering their approach to pay and benefits.

The ruling bolsters firm’s bid to push employees into private arbitration system. The advisor intends to appeal.

Be prepared for hard decisions and setbacks, say RIA executives.

Advisors are planning to increase ETFs as a primary option, the firm finds. Plus, “the most exciting numbers in the survey.”

Studies have shown an I.Q. can drop 10 to 12 points while attending to electronic messages, an expert says.

Powerful new software and tools can help attract today’s job seekers and retain key talent.

The independent broker-dealers born during this fraught year have thrived. Now, however, their role in creating today’s independent advisor threatens their ability to survive another half-century.

The developing spat pits two RIA titans and former business partners against one another.

It’s the second big hiring announcement by the regional BD within the past week.

Some pointers from colleagues and mentors inspired female planners in unexpected ways.

An index of asset managers and custody banks has lost almost a quarter of its value this year.

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.

With two months left in 2018, clients can still take advantage of these tax hacks.

Traditional planning strategies will become obsolete.

There’s a fix, but many firm owners are reluctant to make the investment.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.

Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.