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Firm switches to LPL to help it attract "overlooked" wirehouse advisors with $250,000 or more in revenues.

Pride, greed, sloth and envy are just a few of the potential stumbling blocks in the management of banks' bond portfolios, writes investment advisor David Barnes.

Reverse mortgage rules have become more stringent but qualified borrowers can benefit from financial flexibility.

3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses

Sen. Richard Shelby isn't new to Banking Committee leadership, but he would face a crucial ticking clock if he returns as chairman of the panel next year.

Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds.

What to call funds that can invest in almost any liquid asset in the world?

In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success.

David Lau, the longtime COO at Jefferson National Life Insurance -- which specializes in Monument Advisor, a flat-fee variable annuity sold to RIAs and fee-based advisors -- has left the company.

Wells Fargo advisor tries unsuccessfully to convince his elderly client that he hadn't won a $5 million lottery and that the whole thing was really a scam.