'It's shocking to people to find out that the one thing that they think their advisor is trained on, they've never been taught—and that is, how to construct and measure risk in a portfolio,' the Plano, Texas-based RIA argues in his new book.

The likes of JPMorgan Chase & Co., UBS Wealth Management and Sanford C. Bernstein have written off U.K. shares from their investment playbooks until there’s more political clarity.

Same-store sales fell 4 percent in the second quarter.

Conventional wisdom says that 'Old Guard' financial advisors from established Wall Street firms like UBS, Morgan Stanley, Merrill Lynch and Wells Fargo are doomed when it comes to the great wealth transfer soon to fall to the millennial generation.

Planning challenges and strategies for female clients.

Money-market mutual funds saw $18 billion of inflows in the week ended Wednesday, pushing total assets to an almost 10-year high of $3.35 trillion.

Family offices might be bypassing several common tax-saving strategies when investing in real estate.

The move comes as European rivals invest in wealth management while slashing tens of thousands of trading jobs.

The wirehouse has partnered with BizEquity so its advisors can provide valuation services to business owner clients.

A Fed rate cut might raise the prices on assets that are already highly valued.