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

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

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

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for ...

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 ...

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

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

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

Valuation experts caution that advisors selling their businesses put too much weight on EBITDA multiples and overlook many ...

A proposed "model rule" would give state regulators laws they could adopt to bring their marketing regulations for investment ...

Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even ...