Wealth management

The Dynasty-affiliated RIA manages around $15 million on average per client.

You set out to be an advisor, not an administrator, so you are not alone if you are struggling to get your team to deliver outstanding results. Here are three steps to build a better team.

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

It is the latest of several popular PFM apps to close down in recent weeks.

Recognize that you can't do it all by yourself, says Morgan Stanley's Mihir Patel.

The independent advisor will retain branding rights and full autonomy.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

The country’s sixth-largest IBD is shifting its management ranks in a change prompted by the fiduciary rule.

Will young RIAs lead the profession’s second uprising against the established status quo?

"At least 50% of our assets are three generations or more," explains Bob White of HighTower.

Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.

Raymond James grabbed five multi-million teams in a month. Other firms to see big transitions include Wells Fargo and Ameriprise.

Casting a wider net for prospects is a classic case of mistaking motion for progress.

"I probably spent the first three years in the business not opening my mouth with clients and just learning from him," says J.R. Gondeck of HighTower.

You likely have helped plan your clients' retirement, now it is time to plan your retirement.

The move marks the second wirehouse poach for the firm in as many months.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

The nation’s largest independent broker-dealer has had a net loss of 121 advisors this year, mostly to three major OSJs.

The negotiations come as asset managers seek to increase the amount of money they oversee amid growing pressure to slash fees.

Two factors drove Morgan Stanley's Nick Kavallieratos to the top of On Wall Street's 40 Under 40 list earlier this this year.