Swiss banking giant UBS has successfully concluded its takeover of Credit Suisse, resulting in the formation of a formidable wealth management powerhouse. The acquisition solidifies

Considering a transition but worried about timing?  Concerned that repapering will spook skittish clients?  It might be time to let some of those fears go

Fees, fees, and more fees. It’s a part of the business of being an advisor. But there’s one fee that advisors frequently overlook or simply

Independence is a powerful elixir, especially for brokers who are more or less employees for those wirehouses. Not surprisingly, many of those in-house brokers decide

There’s been an ongoing trend of broker-dealers expanding their presence within the RIA space and another big name is making its move. Cetera Financial Group,

When Michael Kitces says something advisors ears perk up, and his comment that, “FPA NorCal has consistently been one of the best national conferences in