Wealth management

The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.

Here's a look at the 10 housing markets with the biggest gap between growth in home prices and wages that could indicate a housing bubble is forming.

Mercer Advisors picks up where it left off last year.

Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

Thanks to differentiated bets on stocks, equity mutual funds beat benchmarks across the board.

After stellar performance in a hectic decade, advisors home in on these funds.

The firm's aggregation model yields two RIA deals in two weeks.

The good, the bad and the downright inexplicable in the suggested changes.

Private Advisor Group reported impressive growth even as other practices of its kind have left the No. 1 IBD.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

Changes to how the group educates advisors is just one of the many transformations in the offing.

As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.

The unit recruited the co-founder of an investment advisory firm to launch a new office in La Jolla, California.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

The law has numerous income tax consequences for individuals and businesses.

After seven acquisitions last year, Captrust snares $300 million Knox Capital for its first 2018 deal.

The revamped toolset includes financial planning software and fraud and identity theft protection.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

Although it represents a big industry shift, it's not the end of the world, says former UBS advisor turned RIA owner Greg Hersch.

Commission prioritizes retail investors as OCIE issues its must-read compliance letter.