Wealth management

Financial planners need to embrace robo advising technology to "live long and prosper."

The federal exemption does not cancel out key planning matters affecting everyone at death.

The fast-growing independent firm has picked up more than two dozen advisors this year.

The broker is an industry veteran and was a member of Morgan Stanley's chairman's club.

What planners can learn from top performers like Chuck Yeager about becoming the best in their field.

The move is the latest in a series of departures from the wirehouses to smaller independent firms.

The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.

The launch from EventShares provides investors access to economic and policy-driven themes.

One option for clients to consider is municipal bonds, which offer tax-free yields.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

As technology forces rapid evolution, conditions will improve for entrepreneurial women.

Focus on removing noise and bias without trying to be all things to all clients.

Clients — even some advisors — overreact to market losses. Are they on to something?

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

State administrators find reason for scrutiny in advisors’ increasing use of flat fees.

Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.

The team marks at least the second to opt for a smaller IBD over the nation’s largest.

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.