Wealth management

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Monte Carlo simulations can only do so much.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

The time has come for advisors to reexamine this key business relationship, Nina O’Neal says.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

Rapidly shifting economic conditions, a new tax law and the preponderance of low-cost passive products are just some of the obstacles in the year ahead.

Research traditionally funded by asset managers through soft-dollar trading commissions now requires added transparency.

The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.

At least three dual practices with nearly $1.5 billion in client assets have left since the No. 1 IBD unveiled the new guidelines.

It's a sign the firm is still selectively hiring despite leaving the Broker Protocol last year.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

Unhappy with M&A offers, CJM chooses to stay independent.

Let’s face it, portfolio management will never be free.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.