Portfolio

Bronfman Rothschild head Neal Simon faces long odds in Maryland race.

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.

The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.

The bank, which has about 1,000 financial advisors and relationship managers in the U.S, will drop the agreement on January 8.

Planners have picked up some bad habits over the years. Here’s what do to about it.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

Deals have heated up. Can the rapid pace continue?

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

How advisors deal with grievances and arbitration can make or break a career.