New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.

The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke ...

Given recent renewed interest in the medium, top enthusiasts' collections can be worth six figures. But quality generally ...

Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.

Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients ...

Even as UBS' CEO acknowledges that recent compensation changes have been unpopular with some advisors, the firm lost two members of a long-affiliated team to its rival Morgan Stanley.

Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the ...

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

Contrasting his firm with private equity-backed consolidators, Paul Shoukry said Raymond James has the luxury of recruiting ...

Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.

Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial ...

Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymnd James all once felt their youth to be a perceived ...