A record high in attendance and backers like LPL, Morgan Stanley, Carson Group and FPA highlight how the industry has taken notice of the SER Summit.

Errors and omissions policies may not represent the most exciting aspect of launching an advisory firm, but experts say custodians often require firms to purchase this and other insurance.

Winning the Powerball jackpot may be unlikely, but clients experience unexpected windfalls every day.

Citi wealth head Andy Sieg went on Fox Business to deny allegations about workplace misbehavior. Industry experts say that's a good sign he's going to stick around, at least for a while.

The Ensemble Practice crunched data from hundreds of advisory practices the consulting firm says are getting tepid growth amid their impressive metrics.

From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' retirement income.

The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.