Beginning almost 20 years ago, an obscure advisor in El Cajon, Calif., published a series of papers defining sustainable withdrawal rates from retirement portfolios. Based on a historical ...

Ken Griffin is pointing an outstretched arm toward his field of dreams. On this Wednesday afternoon in early February, the CEO of Citadel, one of the world’s largest and most profitable hedge funds, ...

To apply for CE credits, click on a continuing education licensing agency below to access the available exams. If you have any questions regarding the Continuing Education Center, please go to our CE ...

A dwindling number of prospective students will drive as many as 370 private colleges in the US to shutter or merge with another institution in the next decade, according to a major higher-education ...

In an era of consolidation and graying professionals, RIA firms must keep an eye on the future as well as their bottom lines.

As the head of financial and economic research at Buckingham Wealth Partners for almost 30 years, one of the most common situations I’ve been asked to address is about clients with a heavily ...

The expanding role of the UHNW celebrity business manager is creating opportunities for wealth managers to play a more central role. Wealthy private investors are locking in returns in larger ...

According to experts, one of the main selling points for annuities is that they can provide a sort of personal pension that cannot be outlived. No other investment can make that claim. Yet the ...

Sarah lost the $20 million account six months after the liquidity event. Her client, David, had sold his manufacturing business. Sarah had done everything right—on paper. She optimized the tax ...

Financial advisors worried about client retention amid the great wealth transfer are getting a bit of bad news from a recent study: A new wealth report released by Capgemini’s Research Institute found ...

Private equity-backed Arax Investment Partners, a New York wealth and asset management platform, has acquired Pinnacle Peak Private Client Group, an Arizona RIA that manages $460 million in assets.

With more than a third of financial advisors looking to retire over the next decade, it is critical for the industry to attract and retain new talent, warned Boston-based research firm Cerulli ...