Wealth management

Now is a perfect time to consider their sensitivity and, if necessary, to protect against extended bouts of high inflation.

Facing a growing number of rivals in the independent channel, the wirehouse is boosting the compensation rate for more than 3,000 reps.

Advisors should know the roles each plays in digital asset management.

Amid rising criticism of bans on court filings in wealth management, the firms’ customer agreements are getting as much scrutiny as those of brokerage firms.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

American Friends’ new database joins the expanding research and products on the marketplace, which experts say is at $17 trillion in assets — with room to grow.

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

The firm’s head of acquisition, strategic growth and retention discusses how the wirehouse aims to expand among historically excluded groups.

Morgan Stanley is introducing an initiative to draw more young people from diverse backgrounds to the finance industry, furthering its outreach efforts a week after appointing to the bank’s board its first woman of color.

Breaking ties with your firm can be a smooth transition with no hitches in business, or a daily struggle that requires years in the courtroom. Here's how to navigate the path, no matter where it takes you.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk

Net worth worldwide climbed more than $350 trillion from 2000 to 2020, and China accounted for nearly a third of the increase.

Donor-advised funds increased their donations to charities last year in response to the COVID-19 pandemic, hitting the biggest levels in over a decade.

A Canadian investment manager disclosed the price tag of its minority stake in one of the fastest growing RIA consolidators.

A nonprofit research group compiled a growing list of products amid the question of whether the deluge of information and resources will result in systemic change.

Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.

A college professor and investment firm partner views real estate and venture funding as a crucial means of building generational wealth.

Charging clients a percentage of assets under management is still prevalent, but other types of fees are increasingly in the mix.