Wealth management

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Commissions-based compensation models are losing ground to fee-based ones. But for broker-dealers, the switch isn’t something to be entered into lightly, Michael Kitces writes.

The firm picked up teams from Merrill Lynch and Wells Fargo.

The new hire previously generated $1.4 million in annual revenue, according to his new employer.

The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.

The regional firm’s new recruits joined in two locations.

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

The new offering would enable the firm to serve "more than their traditional wealth management needs," an executive said.

The duo led a seven-person team in Chicago serving 50 wealthy clients, according to the bank.

The robo advice firm says it already has a number of customers with more than $10 million each.

Long Game uses behavioral economics and the mass popularity of lottery games to redirect lottery spending toward savings.

It seems that a long bull market in transition deals may be coming to an end.

Adviser Dan Moisand was surprised by the decision not to delay the fiduciary rule further. But he wasn’t put off. Here’s why.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

The group opted to join HighTower, which has added nine teams so far this year.

Most fortunes disappear by the time grandchildren have taken control.

Opponents of the regulation don’t have “new evidence” to beat back a final legal challenge, says the former assistant secretary of the Department of Labor.

C.L. King & Associates argued it did not break any FINRA rules.