Wealth management

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

To prepare for questions — and their own filings — planners should note these tips.

Be careful when giving gifts over $100 in value.

“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

Industry pioneer Mark Hurley is out as Karl Heckenberg becomes the aggregator’s new CEO.

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

The cost of acquiring small account customers and pressure from incumbents quickly developing their own digital brands may be weighing on the popular app.

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

Data reported by the Investment Company Institute.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Industry headwinds from costs and fees remain as relentless as ever.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.

Mariner Wealth's and Mercer Advisors' deals for RIAs totaled over $3 billion in AUM in just two weeks.