An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

Independent broker-dealers have found happy acquiring grounds in the insurance industry in recent years, as sellers seek to avoid heavy regulation and thinner margins.

In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.

End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.

The CFP Board of Standards' new "Quite Possibly the Perfect Job" digital campaign targets college and college-bound high school students. Many professionals felt the ads, which depict young people doing anything but working, "missed the mark."

The advisor at the center of the case, Chuck Roberts, has been the subject of at least 19 customer complaints since late 2022.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.