Wealth management

6 networking tips for retirees; Will your retirement savings last?; How to learn what you're paying for your retirement account

The nation's biggest independent B-D announced that it expects to incur greater-than-expected charges of $23 million in its third quarter due to regulatory matters.

Want to connect with millennial clients? Here's how – and why.

Financial advisors may need to alter the traditional way they view investors’ safety zones.

Independent firm Snowden Lane Partners recruited another wirehouse advisor team, this time from Merrill Lynch.

Cyberattacks pose a serious threat to investors, as well as advisors and broker-dealers, and the SEC is paying attention. Here's the most recent guidance from the regulator and what it means for advisors.

The average amount given to charity from wealthy households rose 28% last year, according to the 2014 U.S. Trust Study of High Net Worth Philanthropy released Tuesday.

Former insurance company advisor's 30 victims included friends he had grown up with, according to prosecutors.

5 career checkpoints on the road to retirement; 3 Social Security myths you shouldn't believe; Why I won't own bond funds in my retirement portfolio

A Wells Fargo advisor team that managed $200 million in assets has left to join Steward Partners, an independent firm founded a year ago by former wirehouse managers.

Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.

Planners are often required to use encryption, which can be a powerful tool to protect private information. But advisors have to understand the basics and how to get their clients - and staff - on the same page.

Stressing the importance of realistic risk tolerance and the inevitability of encountering volatile markets is critical.

Caleb Brown and Michael Kitces, founders of New Planner Recruiting, have launched of a new website that focuses exclusively on job opportunities with independent financial planning firms.

New York regulator Benjamin Lawsky may use the cybersecurity rules he's proposed for virtual-currency companies as a model for traditional banks. That would subject the financial institutions his agency supervises to the most stringent data-security rules anywhere.

Pension funds consider reducing hedge fund investments; Divorce after 50 complicates retirement planning; Easing into your retirement role

Advisors spend plenty of time focusing on their clients' long-term plans, but what about the future of their firms? Here are five strategies, common among top firms, that advisors can institute to expand their practices.

How do the services you offer compare to what clients of advisors across the industry are receiving? A new study of 4,000 advisors by Cerulli Associates tracks the planning services clients receive across all advisor channels.

Looking at the range of services received by clients in all advisory channels, traditional wirehouses take the lead in catering to high-end client needs, according to research from Cerulli Associates.

Strike a balance between remaining friendly with clients' family members and effectively stopping persistent and inquisitive ones from sussing out details that should remain confidential.