Ann Marsh

How do you expand your practice to more than $4 billion in AUM? For one firm, it's by helping clients align their investments with their value systems

In a business update to CFP holders, the board presents research on its Let's Make a Plan campaign, clarifies its fee-only position -- and skips a discussion of recent controversy.

Newly formed Orgel Wealth Management, with $4 billion in assets under management, is redefining the process of going independent.

Genworth Wealth Management, with $20 billion in assets under management, on Wednesday announced a long-anticipated name change.

A husband-and-wife planning firm and the CFP Board have traded jabs in court over whether the planners can seek damages in their lawsuit against the board.

The CFP Board’s highly publicized $36 million 'Let's Make a Plan' campaign may have misled consumers.

Financial advisors who specialize manage nearly double the client assets of their peers, according to a study of 7,000 advisors conducted by research firm Cerulli Associates.

Saying the new cash will be used to fund growth, CEO Joe Duran targets $200 million to $250 million in annual revenue.

Mariner Wealth has jumped into the burgeoning space recently abandoned by LPL’s NestWise.

With $1.4 billion in assets already, firm aims to become a Southern California giant.

Educators say they expect full explanation and transparency.

Advisor network Northstar Wealth Partners added two new advisors managing a combined $800 million in client assets with the help of its independent broker-dealer.

The tax-focused independent broker-dealer has added two new executives to its management ranks.

The turnkey asset management platform taps executives with experience at Fidelity, Schwab and Russell Investments.

A pair of the country’s largest independent broker-dealers are the first firms to get the new recognition.

VisionPoint Advisory Group is looking to use the giant independent broker-dealer as a base to expand by recruiting more advisors.

Atlanta Capital and PFM say they will offer more concierge services to families with less than $20 million in AUM.

The two big wirehouses back the CFP Board’s move to strip out its 'fee-only listings.

Two planners who are suing the CFP Board amended their complaint to seek unspecified damages in addition to earlier claims seeking an admission of fault from the board as well as the quashing of a public sanction for calling their practice fee-only.

Significantly altered results now appear when users search for fee-only advisors.