Wealth management

Proposed EPA carbon rules could reduce the longstanding attractiveness of power companies as dividend investments.

Joan Khoury's position will be eliminated and most marketing functions and all training teams will transition to a new Client Experience and Training group headed by Mimi Bock.

Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career.

There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. “You’re moving too slowly and you have to be more aggressive.”

A former Merrill Lynch executive has joined Focus Financial Partners to co-head a program that helps wirehouse advisors go independent.

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

"The wealth creation cycle in Silicon Valley right now has produced many business opportunities which are keeping the entire office very busy," says the firms' new director of wealth management.

Suspending the payroll tax for people over 65 would decrease total government receipts, yet make it easier for older adults to work.

Most people nearing retirement expect their advisor to help them maximize their Social Security benefits, with four in five saying they would switch advisors if their current one failed to do so.

The IRS is considering expanding a program under which it delays tax refunds for up to six months for delinquent taxpayers.

Financial advisors who want to grow their revenues have two options: go bigger or specialize. Here's how.

The independent broker-dealers on the 2014 FP50 list delivered average revenue growth of 15% in 2013. For some firms, revenue growth was significantly greater. Here are the top 10 fastest growing IBDs based on revenue growth.

Steward Partners has recruited an independent team formerly with Morgan Stanley. The team managed about $120 million in assets while at RPG Family Wealth Advisory.

Morningstar is offering DIY investors direct access to its separately managed accounts -- should advisors be worried?

In grading investment performance, it turns out that consistency is even more important than asset allocation.

What banks are advisors moving to? Eleven recently switched to BNY Mellon, Citi Private Bank, Liberty Bank, U.S. Bank, Webster Private Bank and Wilmington Trust. One was from a wirehouse.

On Wall Street partners with New York Life/MainStay Investments to honor the top ten branch managers for 2014.

Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles surveyed by the FPA's Journal of Financial Planning and the FPA Research and Practice Institute.

Affluent, super affluent and ultra affluent: Infographic breaks down assets, investments, family tips, charitable habits and more for people with $1 million or more to invest.

A deep dive into data on households with at least $1 million to invest suggests conventional wisdom is imperfect.