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CEO Jim Cracchiolo reported record client assets and a sharpened focus under the fiduciary rule.

Speculation about the RIA's future is quelled with a $100 million investment from Thomas H. Lee Partners.

The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.

There may be a silver lining to be found despite this challenging situation.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

"Know your audience" is more than a mantra, it's key for planners looking to specialize.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

Despite impressive aggregate numbers, the median value of a 401(k) account for someone 65 and over is about $60,000.

The rep used an unauthorized ATM card to withdraw $1,000 from a bank customer's account, FINRA claimed.