Wealth management

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.

“The election could be disruptive to this rule,” Brian Hamburger predicted.

The San Francisco bank has snagged three advisers from City National Bank and Wells Fargo and added them to the team in California.

The recruits generated $1.8 million in annual production before making the move.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

This strategy for the qualified conservation contribution gets higher deductions, says Samuel Donaldson, professor of law at Georgia State University College of Law.

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

Keeney Financial Group plans to leverage Triad affiliation to grow, firm founder says.

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

TPM-affiliated banks and credit unions posted a significant 17% bump in fee business in 2015, a welcome development given the new fiduciary rule.

The head of the advisory group also was returning to where his career started.

Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.

Kate Randall Danella is the second executive to be named to the post in less than four years.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.

He will join a team of ex-Merrill advisers that will oversee more than $370 million in client assets at Snowden.

Vanguard founder John Bogle and the DoL's Phyllis Borzi support an investor bill of rights.

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

The independent firm affiliated with Raymond James recruits a veteran with nearly 40 years of industry experience.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.