Practice

The company also said that its advisor ranks are growing.

IHT Wealth Management now has $2.4 billion in client assets.

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

Automated platforms may have steered investors to buy rather than sell in the market panic.

Advisors should address client issues in-house, which sometimes means taking a hard look at supervisory controls, regulators say.

Clients are looking to be reassured about the security of their data.

The move marks the latest in a frenzied period one recruiter describes as “a feast.”

An average 50-year-old woman in New York should begin socking away 49% of her income to her retirement account to live comfortably in her golden years, according to UBS study.

The firm is continuing its recruiting push by adding a new team in southeast Georgia.

Bernard Parker spent his client's money on his home, car and father-in-law’s bills, according to federal prosecutors.