Wealth management

The 15,000-plus-advisor firm's move could spur rivals to follow. Will the litigation return?

The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?

Apex Clearing’s new partner says it’s growing by $50 million to $100 million in assets each month.

The addition of the Dominello Investment Group comes as the brokerage continues a hot recruiting streak.

New solutions offer plenty of features but lack focus.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

Stash is the latest young fintech to pair debit and savings products with financial advice as it competes for clients.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

The move marks the second wirehouse grab this year for Kestra PWS with more to come, its CEO says.

The Chicago-based RIA focuses on Midwest to expand its footprint.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

The new hires are all industry veterans, two of whom have more than three decades of experience each.

Broker headcount declined to 6,861, a 3% drop from 7,087 in the year-ago period.

CEO Dan Arnold said the acquisition of NPH’s assets will serve as a model for the future.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.

The practice opted for USA Financial after Jackson National sold National Planning's assets.

Advisory firms need private equity capital, but problematic strings may be attached.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.