Wealth management

Advisers should ask key questions to best estimate how much retirement savings is really needed

The deal follows a string of acquisitions by prominent private equity firms.

A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.

Some insiders at big brokerage firms encouraged the DoL to maintain progress. "That kept us going," Assistant Secretary of Labor Phyllis Borzi says.

The recruits moved to the firm from Morgan Stanley, Wells Fargo, Stifel and Voya.

"With so many buyers, it’s a good time to be a seller," according to the Nuveen/DeVoe RIA Deal Book.

Vice Chairmen Dan Cummings and Sam Chapin, who helped meld the wealth management firm to the bank after the financial crisis, are stepping down.

Firm relaunches as Aretec – Cetera spelled backward; new owners are undisclosed.

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.

Are you using a robo adviser with clients? Be prepared to understand the inner workings of your digital tools, says Hardeep Walia, CEO of Motif Investing.

To maximize efficiency, segment clients into groups generating over $5,000 in revenue and those that don't, says Alyssa Von Herbulis of Russell Investments.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

State agencies can be aggressive in checking records.

The recruits made the move between wirehouses with two client associates.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

A new model of holistic financial advice is coming on the scene.

The appointment to the newly created post is part of the bank's strategy to expand its client offering.