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The advisors are the newest additions to the firm’s expanding brokerage ranks.

Independent Financial Partners aspires to be a “very, very small agent for change.”

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.

As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

The firm joins a growing roster of asset managers taking advantage of new tax breaks for investing in low-income communities.

The SEC is giving serious side-eye to firms with part-time or underqualified compliance officers.