Wealth management

Married couples should account for the impact of death on the surviving spouse, and factor in the hefty cost of health care.

OCIE plans to conduct 1,850 probes of RIAs, a 28% jump over its 2016 total, while sharply cutting those aimed at broker-dealers.

Once you purchase real estate, you are married to it, says adviser Mike Martin.

Regulations to keep bad actors out of U.S. financial markets could soon apply to RIAs.

Concerns with the fiduciary rule, compensation and leadership pushed down satisfaction ratings.

Contrary to received wisdom, a lifestyle practice can offer considerable advantages over an enterprise model, according to a new SEI study.

The new hires generated almost $2 million in annual revenue, according to the regional firm.

The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.

Despite record AUM per adviser, fees and revenues slump.

Four key features of the program hinge on reaching full retirement age.

Retirees can use real estate investments as additional income, says adviser Mike Martin.

Whenever any investing style becomes too popular, future returns are likely to lag.

The regional brokerage firm recruited its second wirehouse group this week.

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

Many new products are great for the industry and not so great for our clients.

The regulation, which has broad support among RIAs, has spurred firms to streamline policies and procedures, according to a new study.

Advice from DoubleLine founder and CEO for competing with the ever-evolving robo landscape? “Work hard.”

The group joined the regional broker-dealer from Morgan Stanley.

For a solution, look to deficiencies found in the Markowitz model, one manager says.