Wealth management

A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.

Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.

Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.

Advisor pay policies are often notoriously complicated affairs. LPL is seeking to simplify it all with a new AI offering that promises to bring "clarity and intelligence to every payout."

The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

In an increasingly choppy sector, experts say investing with caution and an eye on diversification is key.

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.

Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to develop new tools.

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how experts say they can adapt and overcome the fear of replacement.

Complex manager John Moran says RBC Wealth Management's New York market has recruited advisors with nearly $10 billion in assets this fiscal year, pulling from rivals like UBS, JPMorgan and Morgan Stanley.

Edward Jones reported a sharp decline in net new client growth for the second quarter, even as it brings on more advisors to the business.

It may sound like science fiction, but experts say estate planners should help clients decide now how their likeness should, or should not, live on after their death.

Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.

Longbridge Wealth Advisors of North Canton, Ohio is dropping its Ameriprise affiliation.

Also this week, both Arax Investment Partners and Aspen Standard Wealth add RIAs with $1B in AUM.

Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are expressing suicidal thoughts.

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and unforeseen headaches.

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.