Wealth management

Buybacks are good for company execs. But are they good for portfolios?

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

Backed by the considerable resources of Manulife Financial, Hancock wants to be a player in an altered IBD marketplace.

Adding new technology is more likely to be chosen as one of the most important factors to enhance profitability.

FIAs may generate upside with limited downside, a package that appeals to some advisers and clients — as long as some hurdles can be cleared.

Regulatory and industry changes are driving some advisers to rethink their business model, writes recruiter Mark Elzweig.

"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

To build loyalty with the next generation, key steps include hiring younger advisers.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Steps firms can take to better serve advisers and become industry leaders.

This may prove to be the right combination during times of uncertainty.

This may prove to be the right combination during times of uncertainty.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Social media is included in regulatory requirements.

This may prove to be the right combination during times of uncertainty.

The proposed rule would require firms to have blueprints in place for natural disasters, cyber disruptions and transitioning clients if a practice winds down.