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Nich Tremper is a senior economist at Gusto, researching entrepreneurship and the small-business life cycle in the modern economy. He has worked in research offices in the federal government and financial service industries, studying small-business outcomes and their roles in local economies. He holds a Master's degree from the University of Minnesota, where he researched local government business expansion efforts, and he currently lives in Winston-Salem, N.C.

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.

Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to oversee its recruiting efforts.

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.

RBC pulls $1.2B and $705M teams from rivals, Merrill gets a $420M duo, and several large M&A deals close.

Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.

A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.

Borrowers who receive discharges of their student debt under the Income-Driven Repayment program could be facing tax bills as high as $10,000 next year.

Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.