Wealth management

Planners are overwhelmed by options and wary of expensive solutions that don't do what's promised.

Once deeply wary of digital tools, planners may be turning a corner.

Think RIAs are valued at two times gross revenue. Think again.

A chief operating officer can be a firms' secret weapon for growth.

In the past, if someone didn’t understand you, they’d think you were smart. Now, they’re likely to just find someone else.

These are the best and worst places to consider based on total tax burdens.

The executive argues the firm’s ownership structure is giving it a leg up — rather than posing the issues for advisors decried by critics.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

New platform upgrades seek to aggregate data and address client concerns.

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Newcomer F3Logic makes an impressive $2.5 billion debut.

Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

The need for scale is forcing a reassessment of M&A strategy.

The firm has seen a number of planners exit in recent months.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

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.