Wealth management

Americans renouncing U.S. citizenship surged sixfold in the second quarter from a year earlier as the government prepares to introduce tougher asset-disclosure rules.

Private Advisor Group, the largest branch of LPL Financial, has hired Abby Salameh as part of the unit’s senior executive team as it expands its advisory services.

Membership in these organizations is by invitation only -- but the top advisor execs who belong say the select clubs offer a big payoff. Here's how they work.

The company announced Thursday that Schwab Investment Management would be introducing six new ETFs, weighted by fundamental factors instead of by traditional market capitalization.

When using hashtags for business and thought leadership purposes, there are three best practices to keep in mind.

Our attention spans are growing shorter and competing with multiple devices – often simultaneously. So in order to express an idea that gets noticed and shared, you need to trim your critical points into sound bites.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what independent advisors say about some of the most popular overseas retirement destinations among their clients.

For the third year in a row, Financial Planning and the Foundation for Financial Planning jointly present the Pro Bono Awards to recognize both individual advisors and teams of planners who provide exceptional free planning help to those who could not afford it.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

Women are a growing economic force, and as most advisors know, it makes good business sense to learn how to attract and retain these economically powerful female clients.

It is a common practice for doctors and attorneys to dictate their notes following an appointment, thus creating a digital record for future reference. Financial advisors should be doing the same thing.

Solo advisor Dave Grant has been experimenting with Facebook ads for his recently launched practice. Here are some of the lessons he's learned.

There are plenty of myths about women and money and it's important to bust these myths wide open. But people also have misconceptions about men and money. Here are just a few.

Even Federal Reserve Chairman Ben Bernanke finds gold prices confusing, so how will advisors react to a gold bullion mutual fund?

There are key differences between hybrid advisors and dually registered advisors -- but even some industry veterans don't seem to understand it.

In TD 9626, the IRS issued final regulations under Section 337(d) of the Tax Code to provide guidance concerning certain transfers of property from a C corporation to a regulated investment company or a real estate investment trust.

Focus Financial Partners, one of the country’s largest RIA aggregators, has recorded its fourth deal of the year.

The CFP Board is hosting a webinar on "how to avoid misleading compensation disclosures" -- the very issue at the heart of the board's public sanction of former CFP Board Chairman Alan Goldfarb.

Investing directly in private companies is becoming increasingly popular with wealthy families.

Do other planners or professional colleagues know your ideal client profile? You may be missing out on business if they don’t know who to refer to you, says new solo advisor Dave Grant.