Wealth management

These strategies can help clients with challenging drawdown decisions

Reports of the hypothesis’ demise may be greatly exaggerated.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

How to get a portfolio boost from outside expertise, analytical power and financial wherewithal.

These firms reported the highest share of accounts topping $100,000.

Sandra Pierce will assume her role once Huntington completes its acquisition of FirstMerit.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.

If done in a disciplined, thoughtful way, financing can play a pivotal role in the successful launch of a new independent RIA.

Rather than getting unnerved, here are actionable ideas.

Ash Narayan "secretly siphon[ed] millions of dollars from accounts he managed for professional athletes," the SEC alleged.

The strategy raises tricky tax reporting and regulatory questions.

Working with exactly the right type of client will enable you to accelerate your success in a way that working with every type of client never can.

Taxes may dictate whether assets fit into a regular or a retirement account.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

"I expect a seismic change as product manufacturers will have to adapt to the new rule," says NextCapital's Rob Forreger.

As many high-fee hedge funds have discovered, promising a smooth ride can eliminate returns.

The wirehouse's latest hires will support client development and strengthen product delivery, according to Morgan Stanley.

"It was terribly important to us that we were participating and supporting a partnership with a firm that is innovating and has strong backing," said Richard Steinmeier, head of the Wealth Advice Center at UBS.

The year-old automated advice service is revealing some new ways advisers use robos — and it's quelling some big fears.

Train them to use these strategies during jittery markets.