Wealth management

Advisors should assess critical assets of the service agreement beforehand.

Disruptive entrepreneurs could set their sights on the financial advisory worlds.

Advisors and firms will struggle with multiple and possibly conflicting standards should the Labor Department move forward with its fiduciary proposal, the industry group warned.

Some question whether the CFP’s election of fi360’s Blaine Aikin as 2017 chairman is beneficial or potentially harmful to constituents.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Woe to the client whose advisor fails to detect these common errors.

Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.

Investors should move to protect their money rather than reach for higher returns next year as central bank efforts to stimulate the global economy set the stage for markets to ultimately fall.

A strong identity these days must include a robust and engaging digital presence.

The Wall Street Journal offered opposing opinions on the recent Social Security changes, and specifically whether the file-and-suspend claiming strategy constituted a loophole.

Jon Dauphiné, a former AARP executive, was named the foundation's executive director. He replaces Jim Peniston, who is retiring after 13 years of service.

Critics say the new congressional efforts do not adequately address conflicts in the retirement sector, which they say must be eliminated or mitigated, not merely disclosed.

The fast-growing regional B-D agreed to acquire the brokerage unit of Deutsche Asset & Wealth Management and operate it under the Alex. Brown brand.

The Big Apple has the most wealth, but eight other cities grew faster. Which ones?

The Big Apple has the most wealth, but eight other cities grew faster. Which ones?

Waiting until age 70 to claim benefits may not be the best option for all clients; Plus, 3 ways clients are unwittingly sabotaging their retirements.

Advisors should focus on those areas where they can gain the most efficiency by using technology.

Fed Chairwoman Janet Yellen said she is increasingly confident that the economy is growing sufficiently to achieve labor-market improvement and higher inflation, laying the groundwork for a December interest-rate increase if data hold up.

RCS Non-Executive Chairman Mark Auerbach says the decision to shut down its wholesale distribution business is "extremely difficult but necessary."

Watch this next year: Digital startups like Blooom may make interesting inroads into the DC space.