REP.: Your advisory firm recently acquired an accounting firm. What was behind this decision...

Tick tock. | moodboard/Thinkstock When was the last time you rolled into the office at 9 a.m. and were out the door at 5 p.m.? And you didn't check your email or look at your company-issue smartphone before or after work on what's supposed t...

Brothers from another mother. | Copyright Christian Petersen, Getty Images | Photo by Jim Tweedie You probably wouldn’t think NFL coaches and portfolio managers have much in common, but MarketWatch contends that both are high-profile, high-t...

No one man can replace Ric Edelman. Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.  He moved CFO Rene Chaze to the newly created COO role after going through a list of 50 some candidates, but th...

Your clients shouldn’t be jumping for joy or buying you a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should, instead, give you the boot, says wealth advisor Ed Butowsky, writing on TheBlaze.com. Advisors whose cli...

Betting on an economic recovery in the Detroit area, Lebenthal Wealth Advisors has opened a new office in Birmingham, Mich., the firm's fourth office outside of New York. Lebenthal tapped former Morgan Stanley advisor William Burke to...

CNBC has not been the same ever since Maria Bartiromo left for Fox. | Copyright Mario Tama, Getty Images The financial TV news channel CNBC had one of its worst years on record in 2014, all while the stock markets continued to hit all-time h...

After 16 years with TD Ameritrade, executive vice president and chief financial officer Bill Gerber announced Tuesday that he would retire at the end of fiscal 2015...