Independent advisors

Government watchdogs propose more oversight amid collapse of crypto and falling markets.

Industry advocates worry the federal agency's proposed rule would undermine the business model that allows advisors and broker-dealers to act independently.

Reports and recruiters say that smaller firms, more flexibility and greater diversity are increasingly popular with industry job seekers

Industry representatives fear DOL misclassification rule will lead to costly court battles

The SEC is issuing stark warnings about the funds, even though it approved them for investors.

Let them know how — and how hard — you are working to secure their financial goals amid volatile markets.

Stock market woes are depressing earnings for advisors who charge on client assets, but the pass-through benefit and a health insurance deduction can alleviate a lot of the pain.

The guidelines can help planners with charitably minded clients steer clear of compliance thickets and run-ins with the IRS.

Discussing the impact of rising consumer prices with friends and family can help alleviate financial stress.

At our firm, we’ve accepted that the way people work and the environments in which they work have changed for the long haul, and we have taken a hybrid approach to returning to the office.