Practice

Robert Russo says the Independent Advisor Alliance has recruited nearly three dozen IFP reps, and other large enterprises have also made inroads.

Close relationships are part of what makes the profession special, one advisor has found.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

The brokerage firm is holding off on making major changes while regulatory frameworks shift once again.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Both the regional BD and RIA have benefited from an exodus of wirehouse talent.

Investment firm blamed fat finger error for 90% decline when losses were really due to poor trading.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.