Many advisors who grew up in this industry were taught to look at asset allocation in a pretty standard way: What’s the client’s risk tolerance? And based on that, how much exposure should they have to stocks? To bonds? Should we mix in some less...

The independent broker/dealer model may be holding some advisors back from growing into an enterprise

David Trainer, CEO of New Constructs, explains why Aspen deserves better than the offer from Endurance Specialty Holdings.

In a move bolstering its mutual fund offerings and distribution network, TIAA-CREF purchased Nuveen Investments from Madison Dearborn Partners on Monday for $6.25 billion, including outstanding debt...

The results provide data and analysis of interest to charitable donors and their advisors

A WealthManagement.com survey shows one-third of advisors believe the recent scandals plaguing the board have hurt the value of the designation, while over half don’t trust the compensation disclosures on the firm’s website.

Financial advisors optimism in the economy and the markets fell only slightly during March, according to Wealthmanagement.com’s Advisor Confidence Index, but still remains in positive territory.

  Markets buoyed business for financial advisors last year, but the rally masked underlying issues such as declining client retention, lower fees and an aging client base.  While last year was a profitable one for advisors, it would be a “mista...

Two behemoth wealth management organizations enter a bar......and so the joke goes. Morgan Stanley and Merrill Lynch have been two of the most respected and recognized names in the world of wealth management and investment banking for decades...