Wealth management

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Consolidators are doubling and tripling RIAs' five-year performance.

Wealth management has “only increased in relevance as it’s continued to grow,” CFO Jon Pruzan said.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

The software is powered by analytics previously available only to larger institutions.

The firm also reported that its advisor ranks were up 2% year-over-year, boosted by its training program.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

They were previously part of a team that oversaw $2 billion in assets.

On Wall Street unveils its annual ranking of successful young planners.

On Wall Street continues its unveiling of its annual ranking of successful young planners.

Some of the biggest changes come when industries collide.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

New sections on real assets and passive investing vehicles are coming to the CIMA exam this summer.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

In On Wall Street's annual ranking of successful young planners, who made the cut?

‘This move highlights the increasing regulatory burdens faced by independents and the solutions that Stifel can offer,’ regional director Kevin Ortmeyer says.

Thirteen executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, SunTrust, Wells Fargo and U.S. Bank. Find out who they are and what their new roles entail.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.