Practice

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

Rising technology costs and increased fee pressure are working against the industry, research shows.

Three burgeoning technology movements that might catch advisors by surprise.

Medicare Part B premiums will stay flat next year, but most retirees will still pay more.

The buyer of the broker-dealer to some 1,200 hybrid advisors is not a private equity firm.

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

There is nothing to be nervous about — but there is a way to do it right.

Brokers who shed small accounts and focus on larger clients could earn a higher payout.

The IBD has boosted payouts for advisors as it trims lower producers from its ranks.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.