Wealth management

At some point, stock price gyrations became synonymous with bad performance. Actually, it’s "only a reflection of volatile movements in the market.”

The claim alleged negligence, fraud and misrepresentation, according to the regulator.

The “breadth and depth of relevant resources” from the home office serve as a critical differentiator, Cerulli says.

Performances of many long volatility strategies, many of which are made accessible via ETN, have been dreadful.

Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.

Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.

In which cities are single-family house rentals growing faster than apartment rentals? Find out.

The brokerage ranks shrank by 258 from the year-ago period.

Tom Thives, a 34-year industry veteran, will head up the firm’s offices in New Jersey.

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.

Life changes, like a child entering college or changes made to retirement goals, can leave serious gaps in financial plans.

The new fee system will impact more than 800,000 customers.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

Bill Hamm’s Independent Financial Partners has grown more than fivefold in 10 years with the No. 1 IBD.

Advisors should conduct a comprehensive suitability analysis before initiating 1035 exchanges.

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Chances are, you’ve never used it — or even noticed it.