Wealth management

The Bronfman-Highline deal is the 74th RIA M&A transaction this year, and is unlikely to be the last for the firm going forward. "We love this business…and we have capital," says Matthew Bronfman, chairman.

The acquisition of Yodlee, considered PFM's pioneering firm, would cement Envestnet's capability to serve an emerging demand for data aggregation and leveraging data insights and behavioral science in wealth management.

Chicago-based Envestnet will pay $660 million in cash and stock for Yodlee, a California firm that sells data-aggregation services to banks and others.

There are benefits and drawbacks to using smaller, standalone ETFs. Here are seven that advisors may not know about.

There are benefits and drawbacks to using smaller, standalone ETFs. Here are seven that advisors may not know about.

In its first day of hearings about the proposed fiduciary rule, the DoL has heard testimony from advisors, legal experts and other industry representatives — many seeking revisions to minimize the ‘burden’ of the rule’s future implementation.

Clients planning to retire with adequate savings are advised to reduce their spending and develop a strategy to lower their tax burden; Plus, how clients should decide on the right 401(k) and are baby boomers too optimistic about retirement?

The five-advisor team gives the roll-up its first offices in South Carolina.

A week of hearings on contentious fiduciary proposal gets underway as SIFMA chief warns brokers will abandon retirement market if rules take effect.

Analysis: Smaller firms may sometimes require more due diligence for advisors considering a move. Here's what to look for.

Which banks are advisors moving to? Six recently switched to Red River Bank, U.S. Bank and Wilmington Trust.

Retirees can expect no inflation adjustment in their Social Security benefits in 2016; Plus, the cheapest and most costly states for retiree health care.

The changes may lead to more short-term trading, not less, says broker and tax expert Robert Gordon.

Commentary: All signs point to the need for advisors to change, simply in order to remain relevant to clients and prospects.

A Hilliard Lyons wealth manager goes the route of independence after spending than a decade in the employee channel.

The firm will "re-focus" its business on Cetera, which will enter into a "strategic relationship" with Apollo Global Management to offer that firm's sponsored alternative investment products.

Deductions high-net-worth clients won't want to miss. Plus, how to save on Social Security costs and doing the math on real estate taxes.

After "deep consideration" and despite legal obstacles, Kimberly and Jeff Camarda say they still want to right "grave wrongs."

Commentary: Firms can more effectively compete with digital upstarts and grow AUM by adopting new strategies that scale the business at a much lower cost.

Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals.