While advisors fiddle with asset allocations, families may face disaster

After 16 years as the largest target-date fund provider, Fidelity Investments has lost its crown to Vanguard, which now holds 27 percent of the market share, according to a new Morningstar report...

Whether the responsibility falls to an estate manager, business advisor or wealth management team, creating a professional experience for employer and employee should not be overlooked.

Florida court finds that decedent’s intent is irrelevant

The more you know ... | graphicsdunia4you/iStock/Thinkstock Money can buy an education, a home in an environmentally beneficial area, language lessons and mind-expanding cultural excursions. So does it make sense that it can also buy you a...

Coordination is key

UBS Wealth Management Americas is starting a new program this week to help finanical advisors who want to leave the business find new homes for their high-net-worth clients. The incentives to participate could total 230 percent of their...

They have a plan. The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According ...