Wealth management

The public has a right to review the board’s documents, husband-and-wife planners Jeffrey and Kimberly Camarda say.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Decision expected in appeal of case brought by advisers the board says called themselves fee-only inappropriately.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Fund providers should consider digital platforms and outsourcing to reach more advisers, according to Nuveen's head of alternative strategies.

The wirehouse's three newest recruits are all industry veterans.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

Competing in his first triathlon helped John Pierce discover the direction he needed to succeed in wealth management.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

Low-cost, online managed accounts may become table stakes for wealth management firms.

How Todd Sacks joined an elite ranking of wealth management supervisors.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.

What it really takes to transition your practice.

Pathstone Federal Street-Convergent combo forms a new $10B UHNW powerhouse.

Like many planners, Shane Larson never received any training in psychology. Now he finds using basic counseling skills can help make relationships with his clients stronger.