By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the ...

Industry lawyers and recruiters share the key steps bank-based advisors can take to avoid litigation or lower legal exposure ...

The Swiss banking giant sees its net new assets fall off again, largely owing to tax withdrawals, CEO Sergio Ermotti said. But ongoing advisor departures are also a culprit.

In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising ...

Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual ...

Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.

In vitro fertilization, sperm donation and other reproductive techniques can lead to legal and financial risk. Here's how to ...

Advisors share the types of financial infidelity and secrecy they have seen in couples, and how they approached the money ...

Subscribers can earn one CE credit toward recertification by successfully passing the monthly 10-question quiz that tests ...

Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's ...

The firm isn't discussing the news reports suggesting it's for sale. Here's how it has built such a close relationship with ...

Which private investments will generate income and protect capital after liquidity dries up? Financial advisors can look to ...