Practice

Bill Hamm’s Independent Financial Partners has grown more than fivefold in 10 years with the No. 1 IBD.

Advisors should conduct a comprehensive suitability analysis before initiating 1035 exchanges.

One couple in their eighties invested more than $700,000 with the alleged schemers, representing almost the entirety of their cashed-out pension, regulators say.

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.

It pays to review the differences between traditional and Roth IRAs.

Like other broker-dealers, the firm is far from achieving a ratio of 50/50 men-and-women planners.

Veteran financial advisors need to play an active role in coaching the next generation. Are you an effective mentor?

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Chances are, you’ve never used it — or even noticed it.