Wealth management

The company also said that its advisor ranks are growing.

IHT Wealth Management now has $2.4 billion in client assets.

The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.

Clients are looking to be reassured about the security of their data.

The move marks the latest in a frenzied period one recruiter describes as “a feast.”

Independent firms need capital, but some top executives question private equity's benefits.

As the Dow tops 23,000, remember the largest percentage drop in history.

As a result of CEO James Gorman’s strategic moves, the firm earns the biggest share of revenue from wealth management of the six biggest U.S. lenders.

Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.

Don’t ignore the costs and time of getting new business.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.

Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.

Offering a prepaid, monitored debit card gives True Link an edge in elderly retirement advice space.

The move continues the wirehouse's transformation under Tom Naratil, president of UBS Wealth Management Americas.

The number of transactions is expected to increase over 20% from 2016.

Custodian Trust Company of America helps RIAs create their own automated offerings.

The 11,000-member organization will operate as the Investments & Wealth Institute.

The first step is to account for any obligations or costs, an expert says.

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

A recent launch from Flat Rock is designed to provide access to middle-market debt in a new way, according to the firm’s CEO, Robert Grunewald.