Portfolio

Despite the rate of M&A slowing in the industry, LPL says it will continue to be a "significant source of growth."

As many firms struggle to retain younger advisors, here's what one firm is doing to solve for succession problems down the road.

A discussion about how AI is transforming wealth management focused on current applications, next-level concerns and where the tools fit in an advisor's workflow.

After the regulator's report raised questions about fairness to investors, PIABA is seeking new rules that would require advisory firms to make it easier to file complaints.

Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.

Five new filings follow the financial giant's move back into the asset class earlier this year after decades without a presence.

Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.

Winning those critical next-generation clients often involves teaching financial literacy. A music festival this fall offers new ideas for how to do that.

For decades, Americans have been retiring later and later in life. Now 20% of the population is giving up on the idea altogether.

The large RIA will rely on the new relationship for loans against private and illiquid investments and other specialized services.