An acquisition of Barclays' U.S. wealth unit would add $47 billion in assets and 249 advisers who focus on ultrahigh-net-worth clients, filling a gap in Stifel Financial CEO Ron Kruszewski's advisory business.
Here's what one adviser did after her son had his identity stolen.
Take action now and proactively follow these tax tips rather than waiting until it's too late.
Here's how you can create a Plan B to relying on Social Security.
China's Shenzhen Composite Index, having more than doubled in 2015, began declining about a week after the legendary bond manager made a prediction that Chinese stocks were overheated and poised to fall, and it has since plunged about 27%.
Being able to persuade people to do what you really believe is in their best interests is very important
Some parents or grandparents require heirs to take a financial education curriculum before telling them how wealthy they are and what they will inherit.
There's much to gain from looking over credit reports, and advisers benefit from helping clients do it.
Senators say legislation would act as a deterrent to fraudsters and particularly hamper repeat offenders, whose fines could triple.
Digitization of our industry is not a choice. What is a choice is whether you are empowered by it or you are consumed by it.
They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.
Those fresh to the industry can pick up friends as clients, maybe eventually take over business.
Robo-advisers can offer traditional advisory firms a model of evolution, not extinction, but only if advisers are willing to adapt and learn from their competition.
As summer comes to an end, take some time to revisit web strategies and see if they need an upgrade.
Even the most client-friendly advisers need to adapt to what robo-advisers can provide.
Janus star manager says central bank increasingly realizes that loose monetary policy isn't helping the global economy.
Investors with a net worth lower than $1 million, or those earning less than $200,000 a year, should be able to put some of their retirement savings in private equity vehicles, argues Carlyle Group's David Rubenstein.
Permanent allocations to the precious metal come under fire again as market slides, but advisers who believe in the asset are ready to double down.
Skittish investors are retreating from commodities, including precious metals.
<i>Breakfast with Benjamin:</i> The oil guru who predicted last year's rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.
