News Feed

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

Regulators promise to pay special attention to how firms are using technology to not only guide investments but also to protect client data.

The former United Capital is losing out on new leads from one of the major sources while folding into a firm known for tapping into the former TD program.

At the start of the year, we asked wealth managers to predict the future. Nine months later, it looks like they did a pretty good job.

New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.

Avantax's parent had sued two firms owned by its future buyer and one of its major branches prior to the agreement to go private in a billion-dollar acquisition.

Company executives also called attention to the firm's new wealth management system, Wove.

Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.

Morgan Stanley's wealth management inflows slow in third quarter

Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.