Advisors need to stop trying to target millennials as a whole, Focus partner MW Lomax acquires Westwood Group and Merrill hires an advisor away from BTG Pactual.

S&P updates market cap guidelines, bumping Raymond James into the S&P 500, American household wealth hits record high and David High becomes BNY Mellon's senior wealth director in Philadelphia.

A recent Wall Street Journal article highlights this new trend

Interested individuals should begin 2017 planning immediately

Open communication amongst family members is crucial

Michigan, the 10th largest U.S. college endowment, had investments with about 250 managers as of June 30

Threats are more sophisticated than ever.