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Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.

Chetak Patel, MD, is an emergency medical physician in the department of emergency medicine at the University of South Carolina/Palmetto Health Richland.

Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.

The new hire previously managed three UBS locations that generated $110 million annual revenue, according to the regional broker-dealer.

New standards for advisors cover digital advice, third-party relationships and expand fiduciary duty obligations.

A checklist for advisors who have clients looking to launch a new business.

Peter Gunder is chief business development officer for American Family Insurance.

Software from Liquidnet is designed to avoid curbs on dark pools in Europe.

A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.