Practice

Advisors need all they help they can get retaining clients. That's where technology comes in.

CEO Dan Arnold said the acquisition of NPH’s assets will serve as a model for the future.

Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.

The practice opted for USA Financial after Jackson National sold National Planning's assets.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

The firm plans to add 1,000 new advisors and $47 billion in net new assets in 2017.

Speaking to hundreds of industry executives, Jay Clayton said his agency can't simply supplant the Department of Labor.