News Feed

The decision hinging on the definition of "inventory" in the sale of a highly valuable position in a U.S. partnership resolved a saga that began 16 years ago.

A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.

Analysts say that firms that are forced to start paying clients higher rates may have to raise their advisory fees and cut costs to make up for the revenue losses.

These firms ramped up their ranks through recruiting and M&A deals at notable rates over the past decade — even as the channel experienced record growth.

However, financial advisors have been trying to ease client fears by taking a longer view.

One of the most successful recruiting firms in recent years, LPL again finds happy hunting grounds at its rival giant in the independent brokerage channel.

The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.

Both presidential candidates have floated it, and there are benefits for both workers and employers — though not always how you'd expect.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.