Wealth management

The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.

SMAs also allow clients to invest in line with personal values and offer customization.

Advisers must be creative and persistent in figuring out risk tolerance levels.

Most times, remaining calm and sticking to a long-term asset allocation is the best course.

The recruit had $1.8 million in annual production before making the move, the regional BD said.

Manhattan West Asset Management serves sports, music and entertainment clients, as well as pension funds.

It takes more than a few star hires to build a sustainable practice. Here are some of the best ways to keep everyone engaged and improve clients’ experience as well.

The practice can seem counterintuitive to clients. Here’s how to break through their resistance.

James Dunlap will continue in his role leading the bank's private wealth businesses as the company prepares for the acquisition of FirstMerit Corp. in the third quarter.

Close scrutiny of data from the nation’s largest IBDs reveals some surprising shifts, with more to come.

It’s important for advisers just starting a practice to understand that times may be hard, lonely and often without reward.

If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?

The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.

Educate them on the risks and lower volatility of a geographically diversified portfolio.

The new recruits joined the wirehouse from Merrill Lynch and UBS.

For clients considering long-term care options, a move may be appealing if they find care options in other states that can help them save down the road.

Why advisers should step up their game as the industry goes robo.

Wealth management leaders are weathering current markets while aiming to jumpstart AUM growth with expanded client services and new tech tools.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.