Industry

Two-thirds of small-business owners would rather get a mullet or remove a nest of angry bees than do their taxes. 

Don Plaus, a Merrill veteran who oversaw the Private Wealth advisors' expansion in Florida, came from a "modest background" but over a long career, rose to lead teams advising many of the world's richest people.

Customers will enter or modify their financial goals in Life Sync, which will immediately alert their financial advisor. 

The founders of the Financial Professionals Coalition contend that most industry groups back firms and big players. They plan to stand up for the little guy.

The Finra report suggests that advisors looking to tap into these clients will find savers with improved financial capabilities.

Sequoia Financial Group is one of many buyers tapping into the opportunity, to the tune of more than tripling its size in less than three years.

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

According to new research, 38% of U.S. adults have confessed to some form of "financial infidelity." Here's what they're fibbing about.

An expanded base of partner RIAs fueled soaring net income and rising debt for the publicly traded aggregator, which is expected to go private at $4.1 billion.

Merrill Video Pro wants to transform planners into their clients' most clickable content creators