Wealth management

Investors dumped ETFs that invest in bonds ahead of yesterday's Fed statement on concern officials would get closer to raising interest rates.

Hemington Wealth Management's focus on high-earning professional women has helped the firm more than double its AUM in a year and a half. See what these clients really need from advisors.

The Federal Reserve opened the door to an interest rate increase as soon as June, while also indicating it will pursue a slower upward path once it achieves liftoff.

More workers than ever are staying on the job well into their seventies, which will make the U.S. a "very different place" for the next 30 years; Plus, Why an empty nest can be hazardous to a client's retirement.

As fiduciary debate heats up, Garrett takes advantage of presidential spotlight to tell advisors to sign a fiduciary pledge.

Beyond insurance options, a CFP/MD lays out the protocols advisors should follow to help clients best prepare for their later years.

BlackRock’s iShares, Vanguard Group and State Street collectively control 82% of the roughly $2 trillion invested in ETFs -- but other funds are gaining market share. Here's a ranking of the fastest-growing funds.

With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink.

Are you likely to change your job? Is your spouse unemployed? Do you expect non-taxable income when you retire? These reasons and more for why you might need an individual retirement account.

Wading into a battle between Wall Street and the White House, SEC Chair Mary Jo White said the agency will develop stricter rules for brokers.

How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.

Here are some of the top questions advisors have when they consider outsourcing parts of their business operations to a third party.

More than half posted gains that exceeded benchmark indexes in 2015 through March 6, for their best start to a year since 2012. But the S&P 500, up 1.1% this year through Monday, is poised for its worst first quarter since 2009.

Which banks are advisors moving to? Ten recently switched to BNY Mellon, MainSource Bank, TowneBank and U.S. Bank.

Help make sure your clients aren't among those who say they wish they had saved more, or started at an earlier age. Plus, questions over the proposed revamp of Medicare payments to long-term-care hospitals.

The IRS issued a consumer alert warning taxpayers to beware of tax preparers who tell clients to give them their health insurance paymen

The heads of the employee and independent advisory channels will report to Ameriprise CEO Jim Cracchiolo when Don Froude steps down as president of the firm's Personal Advisor Group.

Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments?

Even after defaults, high-yield bonds have earned above-market returns.

Handing off responsibility can be scary and challenging. But it's the only way to empower staff and position your firm for growth. Use these tips to be more effective.