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Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.

Advyzon has grown for more than a decade using the strategy that all technology should be built in-house, even if it takes longer.

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

In 2012, Walz said at the time he did not own any stocks himself. More than a decade later, he still doesn't.

Gary Quinzel, vice president of portfolio consulting at Wealth Enhancement Group, gives his views about monetary policy and offers his opinion on the FOMC statement and Fed Chair Jerome Powell's press conference.

Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement.

From a logo inspired by a clothing decoration to a name inspired by the cosmos, learn why these eight financial services revamped their brands.

Dubbed as the "digital admin for private investments," Arch has grown rapidly this year, adding AI tools that easily summarize documents for advisors, but hasn't lost the human touch.

With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.

The top state has a total tax burden of 12.02%.

What happens when a client loses their sense of purpose and identity when they choose to retire?

Before he became a Republican vice presidential candidate, and shortly after he published "Hillbilly Elegy," JD Vance worked for five years in venture capital.

As a managing director within Citi Investment Management, a division that sits within wealth, White is playing an integral part in reshaping that line of business.

Ameriprise Financial reported higher second-quarter earnings driven by its wealth groups.

This year's election and a potential replacement doctrine with unclear boundaries could ultimately determine the fate of Labor's retirement advice rule.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.