Practice

Nearly three-in-four advisors (73%) do not have a succession plan in place.

About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”

The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.

The advisory firm left Securities America to make the move.

The health-care program for the elderly and disabled covers about 58 million Americans.

The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.

The acquisition will expand the Milwaukee-based firm's presence in the Northeast.

At least seven firms with outside RIAs have left the No. 1 IBD since it announced a change in policies last November.

Clients should not only check the fees, but also compare their after-tax returns.

About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.