Portfolio

Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.

As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.

With trillions in assets likely to be handed down in coming decades, financial planners shouldn't wait to establish rapport with investors' children.

The Biden administration wants to significantly expand how the fiduciary rule applies to retirement advice. Here's what advisors need to know.

The company that transitioned from risk to growth in 2023 ends the year with a big C-suite change.

A pair of advisors caught up in long-standing recruiting litigation will lose money from an earlier FINRA award in order to pay penalties to their former employer.

Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.

Both private equity-backed acquirers made deals to purchase billion-dollar advisory firms.

Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.

Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.