Wealth management

In the last month, RBC has hired six teams from wirehouses and other regional firms.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

A cornerstone of what drives American capitalism, the number of IPOs has plunged even as the stock market, and tech stocks in particular, have been hitting new highs.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

Experts say such cases are commonly filed by advisors yet difficult to win.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

As they contemplate AI and conversational computers, how do planners intend to stay ahead?

Fintech entrepreneurs with a common mission: to help planners, not disrupt them.

Planners share how they are finding new revenue streams for their business.

One advisor says the fiduciary rule prompted the latest wirehouse exit to an RIA.

The number of annual new SEC registrations has jumped by 150% since 2000.

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.

The independent firm was founded by two former Merrill Lynch advisors in 2012.

Experts say firms that clear through Pershing have an advantage in the looming recruiting fight.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.