Industry

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.

Chelsea Ransom-Cooper, a managing partner and director of financial planning at Zenith Wealth Partners, spoke with FP about what the big firms are getting right — and what's missing from their DEI strategies.

Market appreciation and interest rates have masked the "accelerating disruptions" that will yield winners and losers in wealth management.

The large brokerage reported record results for its wealth management business as it waits to bring several more financial advisors on board.

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

The independent wealth management firm made its third significant deal with an insurance firm exiting the industry in the past four years.

The regional broker-dealer and investment advisor made veteran insider Anthony "Tony" Miller interim president as CEO Tim Scheve steps back. Here's what advisors considering alternatives to the wirehouses can expect from Miller's leadership.

Cedarwood Financial Partners left Edward Jones after decades in an effort to carry out ambitious growth targets.

In a conversation with industry recruiter Mindy Diamond, the president of Bank of America's legacy wealth management firm shared his thoughts on advisor strategy and said he wanted advisors to integrate more with the rest of the bank.

A survey by the Financial Services Institute finds most independent planners would rather set up RIAs than become direct employees of large firms.