Wealth management

Clients should not only check the fees, but also compare their after-tax returns.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

As interest rates rise at home, advisors should consider adding foreign bond investments.

A client's alleged complaint sparked a dispute between the wirehouse and its former advisors.

“It’s incredibly important to have diversity. Period,” says Kara Murphy.

If wirehouses decided to adopt a salary-plus-bonus compensation model, how would they do it?

The nation's largest IBDs are growing again, but are they innovating fast enough to keep up with the industry's transformation?

This interactive tool provides the full collection of data from Financial Planning's 33rd annual study of the largest firms in the space.

Thirteen of the top 25 companies generated double-digit growth in 2017 as rivals close in on the perennial No. 1 firm.

Wells Fargo’s advisor headcount continues to fall in the second quarter.

These portfolios look poised to shrug off their recent underperformance.

Rates rising and falling? This strategy works either way.

Craig Schmell says the firm terminated him because of alcohol and drug addiction issues he had 30 years ago.

Morgan Stanley’s CEO believes the Fed will hike interest rates three more times this year.

Advisors say they are becoming more dissatisfied with the way wirehouses are managed.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

Having already recruited 32 brokers in the first quarter, Janney Montgomery Scott is now adding a few more advisors to its ranks.

At least six RIAs have left since the No. 1 IBD announced a change in policies last November.