Wealth management

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

There has to be a better measure to use in ranking the performance of a planning firm relative to its peers.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

Jay Shah says digital platforms will be judged on the quality of advisors they keep.

It's a draining process for clients, but financial planners can provide real support.

Independent and regional firms have been maintaining strong appeal with new recruits.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

David Safarian is the latest wirehouse advisor to join the regional broker-dealer.

Advisors are offered new automated tools to help clients manage a life after work.

What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

Practices can almost get rid entirely of expensive outside accounting services.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.

RIA owner Allan Boomer shares his experiences of finding success as new member of the profession.

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

The new hires join the wirehouse from rivals Morgan Stanley and Merrill Lynch.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.