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CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.

The two advisors have already transferred about $160 million in client assets, according to their former employer.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

Early adopters of artificial intelligence are expecting substantial increases in profitability, according to a new survey.

The bank is selling the technology behind its U.K.-based digital advice business to SigFig, a Silicon Valley startup.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Robert Russo says the Independent Advisor Alliance has recruited nearly three dozen IFP reps, and other large enterprises have also made inroads.

Close relationships are part of what makes the profession special, one advisor has found.