Wealth Planning

If you are like most advisors, you usually approach client meetings in one of two ways: If the market is up, you underscore the recent growth in the client's assets, and the progress made toward the achievement of his or her financial goals. If...

As the Dow Jones Industrial Average blasted to record highs recently, everyone but the short-sellers celebrated the accomplishment. While the day-traders danced amid confetti, older shareholders with a longer-term relationship to their stocks...

The hardest part of your job, most likely, has nothing to do with the complex and creative trusts, tax plans or investment strategies you devise for your clients. It's getting all the members of each family to talk to one another. Go on, I dare...

The RIA market has taken off over the last several years, with assets up some 47 percent versus 2005 to $1.4 trillion in client assets at the start of 2007. Consultants predict

Past estimates of out-of-pocket costs related to caring for an aging or ailing parent or spouse underestimate reality, according to a study released today

It’s been a record-breaking year for mergers and acquisitions in the registered investment advisory business, with around 60 deals done through early November

The RIA industry gets all the glory: These publications, and others like it, have been writing about how fast the space has been growing.

For decades, most financial advisors have clung to a central belief about asset allocation: The older you are, the more fixed income you should hold. Retirees should gradually shift away from equities, and into bonds, the thinking goes. That way...