Wealth management

A trio of advisors leaves the wirehouse for the independent channel at Raymond James.

A potent mix of factors have created fertile conditions for elder financial abuse. Here's how advisors can better protect older clients from fraudsters.

Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.

Mergers and acquisitions can be critical for firm growth. Here’s how to be sure they’re successful.

Advisors should always be on the lookout for performance-boosting tools that will help grow their business. Here are five you should know about.

Seniors are increasingly vulnerable to financial abuse. Advisors have a growing role to play in helping stop it.

Advisors with older clients should watch for these signs that a client may be in trouble.

Steal these ideas: Here are some of smartest tips and tricks you may have missed.

Amid persistent criticism from industry groups, a Labor Dept. official says the comment process will be pivotal to getting the fiduciary proposal right.

Why it's smart for retirees to bulk up on stocks; Plus, how to help your clients avoid losing out on Medicare if they’re still working at 65.

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.

Muni experts expect outperformance by high credit-quality issues, a decline in refundings, troubled credits to dominate the headlines, and the Fed to raise rates in the second half of the year.

Because of convoluted laws and treaties, many clients are leaving money on the table.

Wealthy millennials are downloading apps more than other age groups, but for many categories it's boomers and Gen Xers who are the key users.

The wirehouses aren't fading yet, but many independents argue that these firms will need to change dramatically to retain market share.

"We want our planners to feel unsettled when their clients are unsettled," says Grant Rawdin, who has built a $2 billion firm on specialized, deep advice.

On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 11 to 20 share how they got there.

On Wall Street unveils the top regional advisors under age 40. They share success stories and plans for future growth.

"Branding initiatives are critical today, and the CFP Board should be applauded for its effort, but it's really difficult to assess the effectiveness of a national campaign on a local level," says marketing expert April Rudin.

Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients.