Wealth management

After a difficult start to the year, Stifel reported a strong second quarter, with record AUM and net revenue figures for its wealth management division.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.

When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, his first order of business was being an "early adopter" of these emerging tools.

SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.

As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major acquisition.

The large St. Petersburg, Florida-based wealth management firm claimed its best advisor recruiting figures since the global financial crisis, though it didn't cite specifics.

Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how to communicate with them.

A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.

While the right limited production vehicle could go sell many millions at auction, the market remains volatile.

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their clients' heirs.

A new estate planning solution from Carefull, a financial services platform for seniors and their families, seeks to automatically sync important financial information for estate planning.

Wealth managers are rushing to serve ultrahigh net worth clients. But industry veterans warn some may be promising more than they can deliver.

The value of a modern industry event lies in the connections and actionable insights they offer, an IWI study finds.

Finding new customers and expanding existing client relationships is key for recently launched firms. Here's how marketing experts say to go about it.

Some of the most important decisions a firm will make revolve around tech choices; mistakes can be costly and onerous to undo. Here's how advisors at seven firms chose their tech stacks.

According to Schroders, many Americans are falling short of retirement goals, leaving opportunities for benefit leaders to bridge the gap.