The Latest

Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.

Larry McLean is a VP for Insurance Office of America.

The advisors are the newest additions to the firm’s expanding brokerage ranks.

Rishit Shah is an accountant and in the CA Final level from India, the equivalent of a CPA final stage in the U.S. He runs a blog called TallySchool on accounting.

Rear Admiral Thomas Lynch is executive chairman of NewDay USA, a VA home mortgage company serving active service members and military veterans. He retired from the U.S. Navy after a decorated 31-year career.

Independent Financial Partners aspires to be a “very, very small agent for change.”

Women Aren’t A Niche Market

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.

Charles Renner is a partner with Husch Blackwell LLP