Wealth management

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

Advisors must understand the unique challenges presented by these companies.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

The move occurred just days before UBS said it would exit the Broker Protocol.

A massive acquisition, the possible end of the Broker Protocol and other issues will shape the industry in 2018.

The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.

The regional firm pulled its latest hires from Wells Fargo and Merrill Lynch.

The IBD's longtime head stepped down as part of a plan to remake the firm.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

Home price appreciation continues to increase at a much higher than normal pace, although the rate of growth has been slowing since the summer.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Don’t try to be a jack-of-all-trades. Instead, view advising as a team sport and build a powerhouse lineup of pros, John J. Bowen Jr. says.

Their use has jumped 1,035% with assets topping more than $1 trillion.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

With two wirehouses out, questions arise as to whether Merrill Lynch will follow suit.