Practice

Planners are demanding more sophisticated tools and vendors are responding. Here are the top takeaways from this year's Technology Tools for Today Conference.

The new service will go beyond just job openings--it also will show how many advisors work in a certain area so applicants can hone their searches.

The finance industry faces a steep, uphill battle in trying to convince the Consumer Financial Protection Bureau that the long-standing use of arbitration agreements is beneficial for consumers.

Online competitors like Wealthfront and Betterment are taking issue with Schwab's characterization of its automated investment service as cheaper, better and not just skewed to millennial investors.

The U.S. has a record 10.1 million millionaire households, a Spectrem Group study shows.

The Consumer Financial Protection Bureau's second arbitration study indicates the bureau's intent to regulate financial institutions' inclusion of clauses that prevent customers from suing.

Some strategies aimed at reducing a client's FICA tax burden could actually sabotage future Social Security earnings. Here's what advisors must understand.

The wirehouse grabbed a group that produced $2.5 million at RBC.

Differences are to be expected, but the gaps were large enough to worry analysts. The big question now for JPM is whether the results could affect its comprehensive capital analysis and review due out later today.

Tax season isn't supposed to be fun. But if your civic duty feels extra unpleasant this year, you're not imagining things. Here are four reasons this tax season really is the worst.