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Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

Glenn Ryhanych CFA, CFP is an investment advisor representative of Spire Wealth Management, LLC, an SEC Registered Investment Advisor, and is president and founder of BlueList Partners, LLC, a municipal bond management firm in Northern Virginia.

The move occurred just days before UBS said it would exit the Broker Protocol.

Craig Hawley is head of Nationwide Advisory Solutions.

One-third of households headed by Americans aged 65 and older derive 90% of their retirement income from Social Security, according to a GAO report.

A massive acquisition, the possible end of the Broker Protocol and other issues will shape the industry in 2018.

The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.

The regional firm pulled its latest hires from Wells Fargo and Merrill Lynch.

Donald Calcagni is the chief investment officer of Mercer Advisors.