Wealth management

A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.

Michael Nathanson will replace interim chief Dan Glaser but remain the chief of The Colony Group as the RIA aggregator consolidates its ranks out of the public eye.

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.

Our continued look at compensation for advisors at different revenue levels considers pay for $600,000-a-year producers.

Wireshouses continue to put the squeeze on advisors at the lower end of the revenue-generation scale.

Many advisors will have to produce more this year to make the same take-home pay as last year, Financial Planning's annual analysis finds, with low producers under pressure to move up the revenue ladder or move on.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.

Retirement doesn't have to mean scrimping and saving. Here are five parts of the country where seniors are living large in their golden years.

Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.

The prohibition would be on most contract provisions meant to keep emplolyees from taking jobs with competitors.

Few U.S. adults have done any estate planning. Even fewer have done so for their pets. Advisors can help them get started.

Fidelity launched a new hub aimed at helping advisors who said they're struggling to grow organically. The move comes as LPL Financial and BlackRock launched similar hubs this year.

Three advisory teams managing $10 billion in the San Francisco area are among an ongoing wave of departures from the biggest U.S. bank.

The CEO of the RIA "roll-up" outfit thinks that ongoing industry consolidation doesn't necessarily mean all firms will start to look the same.

As ESG investments face political backlash, here's how financial advisors are talking to clients about impact investing.

An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

The Providence, Rhode Island, company is having discussions with private wealth management teams elsewhere as it seeks to expand its fledgling private bank. In just three months, private banking deposits doubled to $2.4 billion.