Edward Jones reported a sharp decline in net new client growth for the second quarter, even as it brings on more advisors to ...

It may sound like science fiction, but experts say estate planners should help clients decide now how their likeness should, ...

Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in ...

Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their ...

New York City-based wealth manager Steward Partners has acquired Longbridge Wealth Advisors, a firm with $481 million in AUM ...

LPL Financial lost a $380 million AUA team to Cetera, while two RIA aggregators — Arax Investment Partners and Aspen Standard ...

Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are ...

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients ...

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and ...