When it comes to charity, last year wealthy families gave differently — and invested differently.

The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.

Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

The firm could hire the necessary talent, but there is an easier and cheaper way.

There are things to learn from that debacle. Just don't overdo it.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Respondents in this month's Financial Advisor Confidence Outlook cheered the prospect of a Fed rate cut, but they didn't feel good about much else.

Amid legal scrutiny, Morgan Stanley is making changes to its deferred compensation policies while adding sweeteners for asset growth and deposit growth.

Over the past 18 years, the independent brokerage channel of the industry has surged massively while also evolving significantly.