Industry

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Experts say such cases are commonly filed by advisors yet difficult to win.

The new hires join the fast-growing regional firm from Baird and J.P. Morgan Securities.

As they contemplate AI and conversational computers, how do planners intend to stay ahead?

Planners share how they are finding new revenue streams for their business.

One advisor says the fiduciary rule prompted the latest wirehouse exit to an RIA.

The number of annual new SEC registrations has jumped by 150% since 2000.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

The independent firm was founded by two former Merrill Lynch advisors in 2012.