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The move by Alexa von Tobel’s startup to drop planning services reveals a deal marked by challenges from the very beginning, experts say.

Finding the talent for your practice might require you to step outside your comfort zone.

Whether the husband takes reduced benefits has no impact on the spousal rate, although it could effect potential widow's benefits, according to a Social Security expert.

When a prospective client asks, "So, what do you do?" you have 30 seconds to make a great impression. Here's how to respond.

Christopher Davis oversaw more than 190 brokers operating from eight offices while at Wells Fargo, according to his new employer.

In these markets, where the median sales price is under $200,000, affordable homes are within reach.

It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.

It’s largely hedge funds that have been bailing out while equity and bond fund managers have remained on the sidelines.

The largest insurance company-owned IBD and Alexa von Tobel's startup announced a new setup for the firms roughly three years after the acquisition.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.