Wealth management

Mobile wealth management products have grown 300% in the past year, with retail banks serving up the majority. But there's an opportunity for RIAs to improve the client experience.

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

As firms position their advisors to compete for future clients, diverging strategies have developed.

Advisors share client anecdotes that made them stop and say “huh?”

While such an act may seem like career suicide, it can in fact be a move to do just the opposite, according to attorneys.

Nearly three-in-four advisors (73%) do not have a succession plan in place.

About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”

The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.

The advisory firm left Securities America to make the move.

At least seven firms with outside RIAs have left the No. 1 IBD since it announced a change in policies last November.

In the past, both asset classes served as sources of capital appreciation and income.

Clients should not only check the fees, but also compare their after-tax returns.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

As interest rates rise at home, advisors should consider adding foreign bond investments.

A client's alleged complaint sparked a dispute between the wirehouse and its former advisors.

“It’s incredibly important to have diversity. Period,” says Kara Murphy.

If wirehouses decided to adopt a salary-plus-bonus compensation model, how would they do it?

The nation's largest IBDs are growing again, but are they innovating fast enough to keep up with the industry's transformation?

This interactive tool provides the full collection of data from Financial Planning's 33rd annual study of the largest firms in the space.

Thirteen of the top 25 companies generated double-digit growth in 2017 as rivals close in on the perennial No. 1 firm.