Wealth management

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

Robo-advisors, micro-investing are making the old ways of doing business obsolete.

Some of the new recruits joined from Morgan Stanley just prior to the firm's Broker Protocol exit.

'Tis the season to remind your clients you're thinking of them. Steal one of these great gift ideas from planners.

Investment capital has become widely available, but advisors still face challenges.

The No. 29 IBD has unveiled two significant recruiting moves in the past two months.

Despite Merrill Lynch’s recent decision to stay in the Broker Protocol, Greg Fleming sees a long struggle ahead.

Morgan Stanley and UBS's exit from the accord spurred a number of advisors to move up their planned career changes.

While there’s no fail-safe method for modeling the costs, a popular calculation may significantly under- or overstate the burden of tuition, room and board, Kitces.com research associate Derek Tharp writes.

The top advisor this year, Brock Kidd from Pinnacle Bank, focuses on well-heeled clients and many of Nashville’s high-profile musicians.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

The buyer of the broker-dealer to some 1,200 hybrid advisors is not a private equity firm.

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

There is nothing to be nervous about — but there is a way to do it right.

Brokers who shed small accounts and focus on larger clients could earn a higher payout.

The IBD has boosted payouts for advisors as it trims lower producers from its ranks.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

Factor-based approaches to index investing have won heaps of investment. Can it last?

Clients should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.