Wealth management

Revenues have slumped, but what’s rising may be a better indicator of the years ahead.

KeyCorp acquired the personal financial management tool for an undisclosed sum.

See which independent broker-dealers outpaced their peers at the top line.

This interactive tool gives you the ability to evaluate independent broker-dealers.

The wirehouse's latest hire has 21 years of industry experience.

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.

The advisers say they want provide better services to female clients.

The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Commissions-based compensation models are losing ground to fee-based ones. But for broker-dealers, the switch isn’t something to be entered into lightly, Michael Kitces writes.

The firm picked up teams from Merrill Lynch and Wells Fargo.

The new hire previously generated $1.4 million in annual revenue, according to his new employer.

The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.

The regional firm’s new recruits joined in two locations.

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

The new offering would enable the firm to serve "more than their traditional wealth management needs," an executive said.

The duo led a seven-person team in Chicago serving 50 wealthy clients, according to the bank.

The robo advice firm says it already has a number of customers with more than $10 million each.