Wealth management

Investors and advisors are concerned about IRAs and Ed Slott provides the answers.

Despite the first quarter being a slower time for charitable giving, Fidelity Charitable Gift Fund announced on Thursday that it had its strongest first quarter in its 20-year history.

The BNY Mellon unit is beefing up its global research offerings for its registered investment advisor, broker-dealer and hedge fund customers.

It's not exactly cats and dogs living together, but a new white paper from Sanctuary Wealth Services surmises that independent advisors and wirehouse brokers could definitely learn a lot from each other when it comes to attracting and retaining clients and would do well to learn from each other's mistakes in the future.

Nelson Roberts Investment Advisors this week closed its first RIA acquisition, picking up San Francisco Bay Area-based Sylvan H. Kline Jr. Inc. to bring its total assets under management to more than $275 million.

Motivating staff and building relationships lead to success

Dynasty Financial has an ambitious plan to expand its advisor network to between 100 and 150 top-tier RIAs with total assets under management of around $50 billion over the next five years.

Retirement Planning Group advises on solutions for saving for the future.

The new gift-tax exemption of $5 million opens the door to lots of gifting strategies, ranging from simple to more complex.

If your clients want to know the best way to buy gold, the answer may depend on whether they are acting as collectors or investors.

March is Women’s History Month, which seems like the perfect time to highlight leading women who put their money behind women's causes. With 61% of wealth now in the hands of women, and the majority of the world’s poor being women, it makes sense that wealthy women are giving powerfully. Some of the women on our list are big names, while others are rising stars.

TIAA-CREF has committed $1 billion in seed capital to Covariance Capital Management, which will start investing in the third quarter.

An increasing number of advisor teams are transitioning to the fully independent registered investment advisor model from independent broker dealers, according to a Charles Schwab Advisor Services survey, which found a 45% increase in 2010 compared to 2009.

Zachary Gronich, founder and chief executive of RIA in a Box, has seen his consulting company quickly grow bigger than he expected.