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Bill Harris, head of the hybrid advice platform since its launch, will remain chairman.

The iShares unit has had other departures in recent years.

The average pay for managers has dropped nearly 14% in three years.

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

The firm's adviser headcount slipped 98 year-over-year.

Young people are advised to start building their nest egg as soon as they land a job after graduating from college.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Wealth management is a business full of abbreviations — test yourself to see if you're up to speed.

The rep argued that the money she received was not a loan but rather the proceeds from the sale of her tractor to the customer.

The acquisition of IPI will add about $8 billion to the independent broker-dealer.