Wealth management

New planners should be aware of these commonly cited irks by firm owners and take the necessary steps to avoid them.

“There’s a huge shift this year from last year in overall optimism from the advisors,” says Mark Schoenbeck, senior vice president of marketing for Curian Capital, the asset management firm that conducted the 2013 Curian Capital Survey. “It was a pretty big swing.”

The Palm Beach Gardens, Fla., wealth management firm announced Monday it will acquire Silver Bridge Advisors of Boston, forming a $3.4 billion RIA to join the growing list of independent advisory firms hoping to establish a national footprint.

Financial advisors are setting aside their doubts and embracing the recovery.

Like any good advisor, Dave Grant has some tasks he is happy to handle, and other things he needs to outsource. How do you determine one from the other?

Connecticut Wealth Management is now the largest independent planning firm in the Hartford area after acquiring a rival with $120 million in assets under management.

Who are the financial planning industry's largest broker-dealers? Financial Planning unveils its annual list. Where does your firm rank?

The network was launched in September to help breakaway brokers transition from the traditional wirehouse model to independence.

Running your own RIA is difficult, but starting a new business is even more difficult. Dave Grant takes us on his journey.

The platform will provide Dynasty’s advisors with a turnkey solution for writing fixed life insurance, annuity, disability, and long-term care contracts.

Age Wave President and CEO Ken Dychtwald discusses what that new retirement reality may look like.

Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling.

Karla D'Alleva Valas, a managing director of the Complex Asset Group for Fidelity Charitable, says she cringes during her church's services when congregants drop envelopes of what she assumes is cash into the donations basket. Why? Cash is expensive, she told advisors at the Women Advisors Forum in Dallas on Thursday.

It took four years of dreaming, and nine months of late nights and hard planning, but now it’s real. Dave Grant is running his own RIA and he's taking us along for the journey.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Financial Planning unveils its annual list of the largest independent broker-dealers in June. As a sneak peek, here's a list of the 10 top IBDs ranked by revenue growth - also including their overall industry position.

U.S. Wealth Management, an independent network of wealth managers, has added two financial advisory practices to its platform, expanding its total recruited advisory and brokerage client assets.

We are proud to present a new look at our top program managers, reshuffled and ranked by number of full-time advisors the managers oversee.

Recruiting and hiring experienced, client-facing advisors with ultra high-net-worth experience is extremely difficult right now, with demand high and supply low.