Wealth management

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

Just over half of all asset managers either have or are planning a “limited” number of machine learning initiatives.

Playing both sides of the coin may be one of the few ways to avoid getting caught by this year’s schizophrenic market.

The RIA offers multiple income-oriented strategies and a proprietary asset allocation tool.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

For wealthy people, Uncle Sam is a major challenge to asset growth.

The move by the multi-generational practice stemmed from LPL’s self-clearing capabilities, one of the advisors says.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.

CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.

The two advisors have already transferred about $160 million in client assets, according to their former employer.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

To fill the gap, they are looking at the existing debt market with fresh eyes, tapping into potentially overlooked asset classes.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

Early adopters of artificial intelligence are expecting substantial increases in profitability, according to a new survey.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

Robert Russo says the Independent Advisor Alliance has recruited nearly three dozen IFP reps, and other large enterprises have also made inroads.

Close relationships are part of what makes the profession special, one advisor has found.

Portfolio managers say taxable alternatives have appeared cheaper lately when compared to the short end of the tax-exempt yield curve.

The brokerage firm is holding off on making major changes while regulatory frameworks shift once again.