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Clients won’t experience retirement like others in the past, but advisors can help them surrender retirement expectations.

Advisor interest in alternative investment training is booming as they seek to better explain and sell their clients on alt offerings.

By taking a 6.3% stake in LPL, activist investor Marcato Capital is expected to push for big changes, as it has at public companies such as BNY Mellon and Sotheby's.

The heart of the initiative is helping the apprentices build up their own books of business by emphasizing prospecting skills – including cold calling.

Advisors can get a leg up with a deeper understanding of the correlation between oil prices and natural resources funds.

United Capital plans for a white label version of its financial life management platform and the firm will be announcing an acquisition of a robo solution in the fourth quarter.

Understanding the valuation of your firm can help identify areas of improvement, especially if you are considering selling. Here are some key insights to consider.

The San Francisco-based bank tapped an executive from BNP Paribas—the bank's French parent company—to lead the wealth management business in the U.S.

Commentary: The first wave of robo advisors went too far in denying any impact from volatility – which is just plain incredible, writes Daniel Satchkov, president of risk modeling firm RiXtrema.

The new recruit had generated $2.7 million in production before switching wirehouses. A second advisor from UBS who had $1.9 million also went to Morgan.