Wealth management

The algorithms, which can speed up financial processes by making millions of calculations faster than any human ever could, are not infallible.

“The changes we announced today makes the [robo] cost issue go away,” LPL Chairman and CEO Mark Casady tells Financial Planning.

The role of bonds is to provide stability to a portfolio. But this only works when clients understand the true purpose behind their fixed income investments.

A recruit from the banking channel at Wells Fargo moves to the regional's independent broker-dealer.

Comparing its authority to that of sororities, country clubs and other trade organizations, the CFP Board convinced a federal judge to throw out planners' fee only lawsuit.

Bank wealth management businesses hauled in $36.35 billion in first-quarter revenue, the most in a first-quarter period since 2007. Here are the top 12 banks whose programs saw the sharpest growth.

Why timing is important for clients filing for Social Security; Plus, how to decide whether your client should invest in a 401(k) or a Roth IRA.

Suggesting that the financial advice industry has evolved into robos, says former SEC Commissioner Steve Wallman, "is like saying the oceans have evolved into swimming pools."

While, on average, passively managed funds have outpaced their actively managed counterparts, there are certain times when actively managed funds do outperform.

With the bank's deal to sell its wealth management business to Stifel still pending, many advisors have jumped to either rival wirehouses or launched their own independent practices.

There's no doubt that professional long-term care is expensive and getting more so, but relying on family to provide care can still cost clients a fortune.

While raising the tax rate could help address Social Security's funding imbalance, there are other ways to shore up the program; Plus, when $1.5 million isn't enough to retire.

Advisors' use of social media is on the rise. Here's how you can be both social and compliant.

Low-income years for clients, usually in between jobs, offer opportunities for cashing-in on investments. Plus, ways to avoid the tax traps of restricted stock units, and how Roth IRAs may be tax-free for years to come.

To appeal to this demographic, this advisor focuses on technology, fee structure and building a strong online presence.

Retirement researchers, academics and retirees weigh in on the issues they learned earlier in life from their parents; Plus, how much retirement income will $1 million generate?

The firm reported solid growth and record advisor productivity in its wealth management business.

Recruiting stayed strong as Raymond James reported a 6% increase in quarterly profits for its wealth management unit year over year.

The biggest financial firms simply have too many financial resources and technology know-how to allow upstarts to undermine what has become a core business and earnings stream.

The top rankings change considerably when the B-D networks are considered as single operations. Here's an all new top 10 list.