Wealth management

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.

Check out these three-steps to broaden the firm’s reach from sea to shining sea.

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Russia, Brazil, and Canada saw big jumps in their populations of high-net-worth investors last year.

The findings come as asset management firms are threatened by digital tools.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

The BD says it has recruited 83 new reps this year as part of Advisor Group’s overall haul of 295.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.