Banco Popular de Puerto Rico

As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?

Of all the social networks, LinkedIn may be the trickiest combination of social and professional. Here's how financial advisors get the most out of it.

Cetera also announces the retirement of its longtime CEO at the end of the year.

As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.

Also this week, both Arax Investment Partners and Aspen Standard Wealth add RIAs with $1B in AUM.

Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to develop new tools.

Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 billion has further consolidated the ranks.

In an increasingly choppy sector, experts say investing with caution and an eye on diversification is key.

Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.

The numbers don't reflect much change in the low representation of female wealth management professionals, but there are some signs of progress.