Practice

Women often feel talked down to when it comes to financial matters. Advisors with experience serving women clients say the industry has a lot of work to do to change this.

LPL's board proposed a huge boost to CEO Rich Steinmeier's compensation package following a year defined by the firm's acquisition of Commonwealth Financial Network.

Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.

The National Legal and Policy Center has successfully urged companies like Goldman Sachs and American Express to remove DEI from their board selection process, but now it argues that SEC actions are restricting shareholder rights too much.

Andrea Bethune contends in federal court that Carson Group moved her into a new role to make way for a woman 20 years her junior. Eventually, her position was eliminated.

The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages must change with the times.

A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.

The Biden Administration rule for a fiduciary standard on one-time retirement-related advice died in two separate court decisions.

Authenticity and judgment will emerge as differentiators for financial advisors as AI tools reduce the cost of early-stage analysis.