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The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

Only 4% of U.S. retirees are waiting until they turn 70 to claim benefits, the age when payments reach their maximum level.

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

A PKS rep allegedly sold $190 million worth of non-traded REITs and BDCs without disclosing the commissions.

The offering validates the explosive growth seen in the independent channel, experts say, which has now grown fast enough to catch the eye of retail investors.

Ranking RIAs by AUM or number of employees is misleading.

There is growing disquiet among those who run and invest in the products about potential problems that might be caused by rate cuts from the Fed.

Twelve advisors join the Atria-owned IBD after logging just over a year at their old firm.

Officials hope to peg capital gains to inflation before the president faces reelection.

The independent broker-dealer has seen significant growth in the last three years.