Wealth management

Blockbuster industry deals and unforeseen shifts in client attitudes are altering future forecasts for digital advice.

Gen Y clients want advisers to build portfolios with both social and financial returns, according to two recent studies.

Worthy ideas debated on the fiduciary rule, retirement prep and annuities.

"Clients that are buying your services on price are clients that you don’t want," says consultant Jamie McLaughlin.

Getting them to unload equities that are weighing down their portfolios isn’t easy.

The Gryphon Group generated $1.3 million in production before leaving the wirehouse.

Which periods produce the best long-term returns for different asset classes?

The firm, which acted as a custodian for a defunct RIA, allegedly failed to make material disclosures to clients regarding their accounts.

With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.

These trusts are holding their value and merit an allocation.

In an excerpt from his new book, Gregory Curtis discusses why it is all about damage control.

New flavors in a portfolio can help juice returns, but beware of the risks.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.

The new hire will oversee manager research, the selection process and monitoring activities for the firm's Wealth Management Investments Group in New York.

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.

Wealth management "is the least tech literate of all financial services," says Michael Spellacy of PwC.

Here are ways to engage them in more positive thinking when the market gyrates.

Choosing where to allocate resources is never easy, but a grid, similar to this one used by Commonwealth’s Joni Youngwirth, can help.