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The average expense ratio for this group was more than 100 basis points.

The 40-advisor OSJ brings more than double the assets of any other new group unveiled across the IBD network in 2020.

A moderate pick with financial sector ties could upset progressives, while the likely GOP majority in the Senate could balk at a nominee seen as too liberal. Here are some of the candidates.

Ali Mizani Oskui is founder and CIO at FiCAS.

Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.

With a new administration, the regulator has an opportunity to renew its focus on a key pillar of its mission.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

Jerry Quinn is COO of the American Armed Forces Mutual Aid Association.

In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.

While Trump’s administration could slow down transition efforts by disputing election results, big U.S. companies are moving on.