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The S&P 500 bottomed in March 2009, but clients have since seen a huge boost in their retirement savings.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

Expect AI to be a growth factor, an expert predicts at Morningstar.

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.

Some industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.

One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.

Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.

IPOs from companies valued at more than $1 billion have attracted significant media attention.

Most inflows in the space went to products with over 80% of their assets in index funds, new research from Morningstar finds.

The aggregator introduces banking services and says it will continue to acquire new firms.

With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.

Advisor Group unveiled the prize-winning speech on the topic — along with eight new recruits to its IBDs — at its annual W Forum.

These double-digit returns came at a price lower than the rest of the sector.

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Lisa Dolly will give way to COO Jim Crowley later this year, parent firm BNY Mellon says.

Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.

Private insurers pay for less than 3% of care, according to the Department of Health and Human Services.

The CRM giant is rolling out an analytics platform designed specifically for wealth advisors to help them track client behavior.

The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.