Ann Marsh

Most of the nearly 13,000 pages produced in a lawsuit are duplicates, the board alleges in its ongoing court battle with Jeffrey and Kimberly Camarda.

Firm switches to LPL to help it attract "overlooked" wirehouse advisors with $250,000 or more in revenues.

Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds.

While one prominent advisor calls the board's demand 'woefully overreaching,' a securities lawyer calls it a 'good, aggressive' tactic.

As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth.

LPL's ability to service a cluster of firms attracts hybrid Financial Advocacy Network from the D.C. area.

Several factors are pressuring margins for everyone in planning, says LPL Financial's Bill Morrissey.

After listening to advisors pitch their businesses, a panel of investors explained what works. Advisor and consultant Ron Carson shares the most important takeaways.

When and how your clients elect Medicare coverage can have a big effect on their overall budget.

Planners can help clients and build family loyalty by having difficult conversations about late-in-life options, says a speaker at LPL Focus.

The CEO of one of the largest planning firms makes his own estate planning move.

An FA Insight study finds that RIA firms' strategic plans lack accountability, smart metrics and proactivity.

'Every study on the topic shows that the professionals generally don't beat the market average over time. But they do cause a lot of churn,' says Scott Adams.

After being forced to produce extensive records, the board hopes a judge will similarly order two planners to produce voluminous documentation.

Without outside help, many planners are falling short on their own financial goals. A few advisors have a solution.

Derek Bruton takes the top job at a firm with historical ties to an advisor that the SEC has barred from the industry.

A new study finds substantial savings and comfortable retirements when defined contribution plans are combined with Social Security income and lifestyle changes.

Board pledges not to punish widely followed advisor while they try to resolve fee-only compensation issue; draws accusations of 'arbitrary' treatment.

After leaving LPL for NFP, Washington Wealth brings its breakaway advisor total to seven for the year thus far.

After being ordered to stop calling his firm fee-only, Rick Kahler claims retribution and threatens a lawsuit.