In|Vest 2018 Direct (Premium)

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.

Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to oversee its recruiting efforts.

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.

RBC pulls $1.2B and $705M teams from rivals, Merrill gets a $420M duo, and several large M&A deals close.

Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.

A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.

Borrowers who receive discharges of their student debt under the Income-Driven Repayment program could be facing tax bills as high as $10,000 next year.

Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.

With over 25 years of experience, Tracie is a seasoned professional in the insurance industry, with experience across a diverse range of products and disciplines. Beginning her career in Australia, Tracie has since worked in various regions around the world, where she has held many influential global executive positions, namely in Aon and AIG. Tracie's extensive experience across the value chain of the insurance industry solidifies her beliefs of the important impact insurance has on the world.

Tracie is now part of the leadership team at global insuretech provider Cytora where she draws on her industry background to help define how Cytora delivers technology that supports how (re)insurers operate.