Wealth management

The CEO of the firm’s parent says it expects to trim hundreds more advisors from its ranks over coming months.

“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex,” the firm said.

As investment management becomes a supporting service, software providers are facing disruption.

“We’re going from a Civic to a Cadillac,” advisor says of the move.

Advisors should consider how they are preparing for a rising rate environment.

The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”

Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.

CEO Josh Pace credits the smaller custodian’s agreement to be sold to E-Trade for the move.

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.

The move is the latest in trend of advisors leaving wirehouses for smaller firms.

Concerns came into focus when a $1.9 billion exchange traded note lost 90% of its value in a single day.

The firm is tapping a pool estimated by LPL to be as large as 1,200 brokers with $35 billion in client assets.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

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.