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A refundable tax credit would carry the same budgetary impact but boost homeownership among lower and middle-income households, a new study says.

Ex-CEO Dan Arnold's deal is estimated to be worth about 15% of what he would have received had he not been fired.

Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.

Recruiting moves, M&A deals, influxes of capital, internal rollups and business pivots are fueling the industry's race to scale.

Wealth Enhancement Group is the second large OSJ to go separate ways from LPL, following Merit Financial Advisors

LinkedIn still rules for professionals, and newer platforms like Bluesky are on the rise. But is social media even worth the effort for advisors these days?

In Preston Cherry's guide to avoiding the stigmas around money to find what he calls "your financial harmony," he also shares his personal struggles and path to transformation.

Raymond James and Merrill also announce recruiting deals, while LPL hires a head of cybersecurity from PayPal.

The passive-investing juggernaut is picking up speed — and it's stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.

After partnering with a private equity firm, a new CEO paired emotional intelligence and equity incentives to retain talent and grow the bottom line.

All these topics and more were the subject of the recent webinar, "Morningstar's 2025 Outlook: Investment Strategies for the Year Ahead."

Top items include the fallout of a massive continuing education cheating scheme, UBS' pay cuts for producers across the organization and more.

As the IRS scrutinizes large partnerships, they have new ways to report and correct errors in their returns.

Even though Citizens lost its bid to acquire First Republic in 2023, it has recruited frequently from the now-defunct regional bank.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago.

The recruits, formerly managing $885 million at their previous firms, are expected to push Concurrent's asset total to $9.7 billion.

Billy Long served as a representative from Missouri from 2011 to 2023. 

"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.

A rapidly growing number currently use models suggested by a broker-dealer, TAMP, asset manager or third-party strategist provider without modification.