Wealth management

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.

Clients expect their emails and texts to be responded to nearly instantly, says Earl Jefferson, founder of Texas-based advisory 7th Harvest Investments.

Four elite advisers who left the independent channel to launch their own RIA deliver blow to Wells Fargo's target of a best-ever recruiting year.

See which independent broker-dealers have the highest revenue.

Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

Some firms are still hesitant about hiring graduates from college or university programs, but that may be changing, writes Editor-in-Chief Chelsea Emery.

The seven recruits made the move from three wirehouses, Raymond James and Stifel.

Top advisers are using these strategies to create well-balanced portfolios.

Hiring is one of the toughest challenges firms face. Are college graduates from four-year programs the answer?

The leading IBD cut a top consulting division that catered to its largest firms and set up potential conflict between groups of advisers: those in and out of OSJs.

Like their clients, brokers too need to watch how they react to markets.

Experts break down exit strategy options and what advisers should and shouldn't do.

RIAs snag annual FP Pro Bono Awards for innovative programs.

These program managers have ranked most consistently among the best of the best.

The California credit union teamed up with Golden State Wealth Management to provide financial advisory services to its 28,000 members.

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.

U.S. Bank hired a professional psychologist to help ultrahigh-net-worth families work through financial issues.

Fidelity practice management program includes planning, funding and research aids.

Up to 100 branches could be closed as just one cost-cutting measure after Key pays premium price for its biggest acquisition.