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A New York PE firm makes a “significant” investment in the $16.5 billion consolidator.

Doing the wrong thing can impact discretionary spending and leave little room for tackling unforeseen challenges in retirement.

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

Some advisory firms are rethinking whether absolute independence is still the best — and most cost-effective — option.

While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.

Clients are advised place a deeper focus on their life goals when developing a strategy to retire.

The regulator’s move follows a Financial Planning investigation into whistleblowing by former JPMorgan financial advisor Johnny Burris.

A plethora of options have opened up for advisory firms, but many are unfamiliar with borrowing protocols.

Alternative compensation structures may provide more consumer protection, and drive higher client satisfaction.

The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.