Wealth management

The Tax Court rules that creditors must have hard evidence that an obligation is uncollectable before they deduct it.

Wealth Enhancement Group has nearly doubled its assets over a two-year period.

Affluent clients have "a fairly low awareness of fees," according to new report.

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

The bank has replaced dozens of high-cost offerings with more passive and enhanced actively managed products.

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”

Amid rising rates, these vehicles can be helpful — but advisors need to stay vigilant.

The firm aligned its brokerage business with Private Client Services following a big acquisition and a major executive hiring.

The traditional approach of buying credit to balance equity risk may no longer be of any use.

Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.

Only about a third of advisors have an asset-transfer plan in place, according to research.

There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.

Advisor exodus from beleaguered firm shows no sign of abating in 2018

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.

The former J.P. Morgan wealth executive will replace Don Heberle, who left his post at the end of March.

Members of Gen X and millennials seem to work harder to put their money where their mouths are.