Wealth management

The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.

The firm bought the unit, which has over 600 advisers, as part of a $150 million acquisition deal to boost its overall broker ranks.

It’s time for professional planners, as opposed to sales agents, to define themselves accurately in the public mind. To do it, you need to use key words and phrases with crystal clarity.

LPL touts its size and scale as a plus to attract advisors, but the company's heft can also work against it, consultants say.

How to navigate questions — and tough answers — around socially responsible investments.

Consider a client’s overall return as well as risk parameters.

Now is the time to prepare your clients to toughen up (and yourself, too).

These strategies can help clients with challenging drawdown decisions

Reports of the hypothesis’ demise may be greatly exaggerated.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

How to get a portfolio boost from outside expertise, analytical power and financial wherewithal.

These firms reported the highest share of accounts topping $100,000.

Sandra Pierce will assume her role once Huntington completes its acquisition of FirstMerit.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.

If done in a disciplined, thoughtful way, financing can play a pivotal role in the successful launch of a new independent RIA.

Rather than getting unnerved, here are actionable ideas.

Ash Narayan "secretly siphon[ed] millions of dollars from accounts he managed for professional athletes," the SEC alleged.