RIAs

The advisors left Wells Fargo, signaling Stifel’s recruiting push will extend into 2020.

BlackCrown tried to call foul on Schwab’s anticipated acquisition, asserting it would become an “unlawful monopoly” and stifle innovation in the custodial marketplace.

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

The additions came amid a revamping of the firm’s independent advisor compensation.

These shortcomings were primarily due to “systemic, longstanding, governance-level weaknesses,” a new report says.

While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.