Practice

You set out to be an advisor, not an administrator, so you are not alone if you are struggling to get your team to deliver outstanding results. Here are three steps to build a better team.

Personal Advisor Services closes in on the $100 billion AUM mark.

Some platforms are promoting their approaches to attract more sophisticated young investors.

Recognize that you can't do it all by yourself, says Morgan Stanley's Mihir Patel.

The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.

The independent advisor will retain branding rights and full autonomy.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

The country’s sixth-largest IBD is shifting its management ranks in a change prompted by the fiduciary rule.

Will young RIAs lead the profession’s second uprising against the established status quo?