Top 10 States With Most Millionaires: 2015
Several states made big jumps on the list thanks to the oil boom, Phoenix Marketing found.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Global Clients Need Global Advisors
Taxes, culture, time zones—advising a client a continent away, whether they’re there permanently or temporarily, is challenging.
NFL Players Turned Advisors Commend Cardale’s Career Move
Advisors with pro sports experience sound off on Sunday's Super Bowl and Ohio State quarterback Cardale Jones' desire to become a financial planner.
Vanguard Boasts a Trillion Dollars Worth of Boredom and Counting
Martha King makes the non-excitement of Vanguard into a virtue at the Inside ETFs Conference.
12 Key Insights for Financial Advisors and Clients
Marketing and communication between clients and advisors depends largely on use of marketing tools that vary by age and affluence, EY finds.
8 Oddest Enforcement Cases of 2014
Office equipment trafficking, a broker who gave client money to charity and more offbeat cases from the SEC and other regulators.
New ABLE Law Provides Big Tax-Advantaged Benefits for the Disabled
For clients who are supporting individuals with disabilities, the Achieving a Better Life Experience (ABLE) Act introduces a new type of tax-advantaged savings account.
Schwab’s Sonders: Moody Market Means Opportunity for Advisors
Investors need support to contain their urge to panic when the equity markets dip, the Schwab expert says.
10 Ways Wealth Management Firms Can Beat Rivals: Mercer
Mercer identifies the strategies advisors need to improve investment results in a low-return environment, reduce risk and contain costs.