Wealth management

Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.

A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.

Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.

As clients ask advisors for help navigating caregiving resources, advisors who are able to provide trusted referrals may find clients return the favor with referrals of their own.

Dispatch and NetLaw target two different kinds of relocation friction. One for advisors switching firms, one for clients crossing state lines.

Roy Swan of the Ford Foundation said the simplest implication of his new book may be a nudge toward donor-advised funds. But he argues for a deeper examination of popular assumptions around figures like Adam Smith and Milton Friedman.

A survey from the investment marketplace iCapital suggests that concerns about private credit have not derailed advisors' growing desires to place more clients in alternative investments.

With retail investors projected to allocate $2 trillion into private equity, credit and similar investments over the next five years, asset managers are increasingly acting as a bridge to previously exclusive opportunities.

New York City's new pied-à-terre tax is prompting financial advisors to help wealthy clients reassess their options, from residency status to estate plans.

Edward Jones financial advisors helped the firm reel in $17.7 billion in net new assets in the second quarter. And another recent filing gave clues about the firm's upcoming planned changes to equity stakes.

Berger Financial Group plans to more than double its footprint and staff, and Investcorp is looking at more opportunities beyond supporting Berger in the "untapped" wealth space.

As AI tools take over more of the research, drafting and prep work that once taught new advisors the job, firms are racing to figure out what should replace it.

Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."

From showing up authentically to understanding oxytocin, a session at this week's CAAFP held by The American College of Financial Services called into question some traditional industry approaches to planning.

A report released this week by Sen. Ron Wyden, D-Ore., shines a light on what is required of banks when high-net-worth clients engage in suspicious activity.

The American College of Financial Services is launching a certification program to train financial professionals on the ins and outs of donor-advised funds.

Although many advisors choose to leave Wall Street mainstays in favor of firms offering greater independence, some find they're still most at home at another wirehouse. Just ask Todd Hatfield.

WTW Investments and SEI see enough of a market to develop private market offerings for U.S. defined contribution plans, such as 401(k) plans.

Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.

Lifetime medical costs and ACA marketplace premiums are skyrocketing. Here's how advisors are helping clients keep their retirements on track.