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

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

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

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 ...

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

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

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

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

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

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