Wealth management

An unexpected revelation inspired Elliot Weissbluth to launch HighTower Advisors.

Sometimes a planner's advice can go awry, despite best intentions.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.

Taxpayers won’t get big federal write-off above state credit.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

Retired former CEO Mike Sherzan ran unsuccessfully for Congress in 2016, and he became chairman of the board prior to the deal.

The Biltmore Capital fund was dissolved at an almost total loss, but not before Caleb Overton raised $2.2 million from 10 investors.

The founding partners spent a combined 54 years with the No. 6 IBD before launching the fee-only firm.

As some investors flee emerging markets, others see deals. Here’s what advisors should know.

The former MetLife advisors had affiliated with three different IBDs over four years amid the increasing consolidation in the space.

The advisors decided to join the firm following a meeting with Raymond James' leadership in St. Petersburg.

Soon after shuffling C-suite, the independent broker-dealer brings on nine advisors while it continues hunt for a new CFO.

M&A data varies widely among providers.

Two RIAs turned out to be well-matched, and combined to form a $5 billion firm.

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.

Merrill Lynch’s head count isn’t suffering, but some regional BDs have grown by thousands in the past five years.

Planners have been leaving bank-backed firms in droves in search of what they say is greater freedom and flexibility.

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.