Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to ...

Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how ...

The win for Morgan Stanley comes after a recent string of victories against brokers who left for rival firms. But as the ...

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees ...

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

Complex manager John Moran says RBC Wealth Management's New York market has recruited advisors with nearly $10 billion in ...

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, ...

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

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar ...

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

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