Wealth management

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

The app allows users, many of them first-time investors, to get started for as little as $5.

"With 15,000 financial advisors, it's hard to change financial planning software. It's hard to change the day-to-day stuff," adviser Jim Denholm III says.

Artificial intelligence can help wealth managers serve clients better, but some say the technology is too immature to be useful right now.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

"The numbers are all in a positive direction" as advisers shrug off threats to growth.

Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.

If these ratios increase along with stock prices, how high is too high?

The RIA's 7th deal in 16 months is for a $160M adviser.

The four advisers had spent their entire careers at Merrill before making the switch.

Nearly $500 billion of funds held by millennials is up for grabs.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

Some predict the new standards will push more planners to drop their CFPs.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The sales-first crowd is trying (desperately) to make sense of the new regulation.

The latest hires join the regional firm from Wells Fargo and RBC.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

Wealthy clients are demanding more services and help planning their lives, the regional firm says.