Industry

Unlike Boomers, Wealthy Gen X&Y are Active Investors, But They Value Second Opinions

How to explain the recent changes in health insurance to confused clients planning for retirement.

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The DOL will not release a fiduciary rule next month

Recruitment was down across the board in the first half of 2013. Here are the firms that managed to attract the most advisors amid a shrinking pool.

This year was arguably the best time to snag free-agent advisors from the wirehouses, with 21 percent of the big four firms’ retention packages expiring, according to data compiled by Cerulli Associates in IMCA’s quarterly research report. ...

How much money does one have to have to be considered “wealthy”? More than you probably think, according to UBS’s Investor Watch survey. Sixty-nine percent of millionaires do not consider themselves to be wealthy. But having $5 million in inve...

A Field Guide to Winning the Recruitment Wars

The WealthManagement.com Advisor Confidence Index fell overall in August, as advisors look for a near-term pullback in equity markets.