Wealth management

There’s a powerful source of income hiding in your client’s home.

Advisors should not overlook client savings accounts as idle funds.

Geography, occupation and family size will determine whether the bill helps or hurts.

“My clients are hard-working young professionals on Wall Street. I don’t have a lot of good news for them,” said Douglas Boneparth, an advisor in New York who counsels people throughout the industry.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

The Landmark Group ditched the large firm for Fieldpoint Private, a boutique firm with 28 advisors.

The widow argued that her advisor failed to confer with her about the investment strategy he and her late husband developed prior to her husband's sudden death.

Advisors are jumping to firms with established infrastructure.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

The right strategy can help minimize their future estate taxes.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

Advisors have gotten caught in the crossfire: politicians have errantly assumed that 100% of advisory firm earnings are wage compensation .

The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.

LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.

How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.

The broker engaged the client in 11 private securities transactions involving private equity and debt securities in companies spanning a wide variety of industries, FINRA alleged.