Wealth management

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

Gains could fall to 5.3% from 9.3% historically “unless portfolios are repositioned for the environment we think that we are entering,” according to a new KKR report.

The investment product raises eyebrows, but the firm’s founders have pledged to act as fiduciaries.

The new hires joined from UBS and Morgan Stanley, according to the firm.

Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.

The digital platform was intended for use by all of the firm's wealth advisers.

The partnership “shows just how much technology is being democratized and customized,” according to one researcher.

It's the second acquisition in recent months for the WisdomTree-backed platform.

Confusing messages coming from Washington have some clients anxious. Here’s what to do when major change is in the air.

The $420 million team marks the latest wirehouse exit over a lack of flexibility around the rule.

The advisers generated over $2 million in annual revenue, On Wall Street learns exclusively.

Bond math can get complicated, but communicating and adapting to a changing world is what being a professional adviser is all about.

Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.

Raymond James, RBC and Ameriprise were among the industry players to lure away talent from Merrill Lynch.

The group generated over $7 million in annual revenue, On Wall Street learns exclusively.

The two advisers had been with the wirehouse for more than a decade.

Owning a home brings benefits for retirees, but so does renting. One example: renting puts a limit on housing costs, one of the biggest expenses for retirees.

The duo launched a new independent practice with the firm's Investment Advisors Division.

From health care expenses to taxes, how planners can help clients strategize.

The new recruit joins after the regional firm paid $150 million to settle a lawsuit brought by an SEC receiver.