Wealth management

You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?

A majority of advisers (60%) want to diversify using the same investment vehicles regardless of market conditions, yet 27% say today's market makes diversification harder with current asset allocation.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

Family dynamics can muddy an otherwise clear situation.

It’s tremendously rewarding to help people make smart decisions about their wealth.

Here's how to create a corporate culture that advisers and clients want to be associated with.

Married couples should account for the impact of death on the surviving spouse, and factor in the hefty cost of health care.

OCIE plans to conduct 1,850 probes of RIAs, a 28% jump over its 2016 total, while sharply cutting those aimed at broker-dealers.

Once you purchase real estate, you are married to it, says adviser Mike Martin.

Regulations to keep bad actors out of U.S. financial markets could soon apply to RIAs.

Concerns with the fiduciary rule, compensation and leadership pushed down satisfaction ratings.

Contrary to received wisdom, a lifestyle practice can offer considerable advantages over an enterprise model, according to a new SEI study.

The new hires generated almost $2 million in annual revenue, according to the regional firm.

The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.

Despite record AUM per adviser, fees and revenues slump.

Four key features of the program hinge on reaching full retirement age.

Retirees can use real estate investments as additional income, says adviser Mike Martin.

Whenever any investing style becomes too popular, future returns are likely to lag.