Wealth management

Over the course of a 30-year career, Steven Stahlberg worked for Wachovia, R.W. Baird and Morgan Stanley.

Snapshots from the 2012 Pershing Insite Conference in Hollywood, Fla.

The Women Advisors Forum traveled to Dallas for the first time on May 22 for a full day of sessions on what's next for the economy, advising clients through divorce, reaching younger generations, success secrets from multi-million dollar advisors and more. Check out these photos for some of the day's highlights, and stay tuned for more Women Advisors Forum news from our next event in Chicago on June 12.

The 48 top-paying independent broker-dealers ranked by average payout.

No advisor's stocking would be complete without these must-have books that will sharpen their professional skills. Here are 10 books for every advisor's stocking this thanksgiving.

Legacy expert attorneys Danielle and Andy Mayoras say that the inventors of Gore-Tex, the breathable, waterproof fabric used by many outdoorsmen, illustrate why advanced estate planning is critical.

With the approaching June 6th SRO Debate, key players and experts weigh in on what they think the future of the regulatory system should hold and how it will affect those in the industry.

Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc., announced that Texas-based, Karsten Advisors has joined Triad as an independent branch office.

Estateplanning.com provides consumers with information on a range of planning topics such as elderly care, inheritance, asset protection and disability. It features a legal glossary and an interactive search function that allows users to connect with estate planners in their area.

Private bank clients are more income-focused. How can advisors help them preserve capital across generations?

Advisors need to redefine their role when it comes to wealthy families and their heirs.

There's a stark choice facing many players in the rapidly consolidating B-D game: Grow like crazy or call it quits. Here's a closer look at the the 50 largest independent broker-dealers by total revenue for 2012. Here’s a closer look at the the 50 largest independent broker-dealers by total revenue for 2012.Also see: Last Year's List. Job Satisfaction: The Independent B-D Scorecard 9 Ways to Keep Clients From Overspending in Retirement

LinkedIn is a great resource for wealth managers looking to interact with existing clients or find new ones. Here’s a step-by-step overview to help grow your AUM.

Advisors and their clients are always looking for the next great international investment opportunity. Here are five countries to keep an eye on this year.

The New York-based company hired Austin J. Philbin as a senior consultant of RIA services and Monique Miller as director of business management.

Principals of RIA firms need to pay closer attention to workflow and operational issues at their firms, especially if they want to stay viable amid rising operational costs, Pershing Advisor Solutions said.

The newly combined Boston-based RIA will have $2.5 billion of client assets.

Anticipated demand for personal trust services has prompted National Financial — the clearing and custody business of Fidelity Investments — to incorporate personal trust services into its broker workstation used by nearly 280 broker-dealer firms.

The new services will include organizational tools to help family members organize vital information, paper files, electronic records and digital passwords.

BNY Mellon hires two more pros in its Tampa office, which has seen double-digit growth since it opened in 2008.