A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up ...

When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, ...

A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce ...

SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect ...

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual ...

As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major ...

A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases ...

The large St. Petersburg, Florida-based wealth management firm claimed its best advisor recruiting figures since the global ...

The Fed's rate cuts last year also took a toll on the company's results for the second quarter, when there were sharp drops ...

Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how ...