Wealth management

The well-capitalized acquirer completed eight transactions in 2017.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

It’s not easy, but advisors who believe they were wronged can request their records be expunged, an expert says.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.

Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.

Critics say the practice of using non-attorneys, some with criminal records, to represent investors often makes their problems worse. Advocates say it's cheaper.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.

Retirees should stick to their strategies and diversify their portfolios with various sources of income.

Tim Buckley has to navigate the perils of passive-investing dominance.

The funded ratio for defined benefit plans at Fortune 1,000 firms rose to 83% at the end of 2017, a new report says.

Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.

The group, which oversaw approximately $300 million in client assets, joined the firm's independent broker-dealer.

Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.