Practice

Massachusetts Mutual Life Insurance, Pacific Life Insurance and TIAA are among companies that have been pursuing deals to diversify operations and gain market share from publicly traded rivals.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

Working 30 years instead of 29 will yield a fractional monthly benefit increase — "like by 1/29th" — says an expert, who also notes how get a good idea of future benefit

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.

The fiduciary rule is causing many financial advisers to reconsider their fee models.

Understanding pro-rata rules can ensure that a client only pays their fair share to the government. Plus, these retirement preparations can boost returns and a look at when spending means better planning.

Many millennials feel their parents can provide them good financial advice, but they are reluctant to seek help from elders, as well as from financial professionals.

Net income for the wealth management unit rose to $677 million from $606 million for the year-ago period.

News that LPL may be looking for suitors comes at a time of financial pressure for the country's largest independent broker-dealer.

By leveraging new technology, advisers find new ways to reach their clients from across the globe, as well as here at home.