Wealth management

The app also allows clients to use the Zelle person-to-person payments service.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

The regional firm's new additions consist of two veteran advisors from Wells Fargo and a father-daughter duo from Merrill Lynch.

Technology advancements aside, navigating the new regulatory requirements still takes work.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Helping clients navigate life choices is critical for differentiation.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

Want to know where the smart-money minds go when off the clock? It’s here.

While the demise of the Department of Labor’s regulation will hurt investors, it makes fiduciary advisors even more relevant.

SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Issuers want the regulator to go further and make it easier for managers to choose the securities they add or subtract when they issue and redeem shares.

Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.

Her fresh criticism comes after FINRA barred her former Morgan Stanley branch manager this week.

Wells Fargo has lost at least 80 brokers managing more than $12 billion in assets before the end of the second quarter.

The firm’s largest investors have already been in talks about strategic options, according to people familiar with the matter.

This group racked up strong returns over a 24-year span of above-median inflation.

Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.