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It's fast, virtually free and roughly 40 times more effective than social media. But most advisors are using it wrong.

Here’s what the two seemingly contradictory trends mean for advisors.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

Brod will step in just after the board's controversial new code of ethics and standards takes effect in 2020.

The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.

The recruits oversaw more than $200 million in client assets.

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

The rep mismarked 105 trades in five PNC customer accounts as unsolicited when in fact they were solicited, FINRA claimed.

The funds raked in a combined $840 million last week despite competitive hurdles banks typically face going up against money managers’ core products.

The CFA Institute is adding the topics to its Level I and II curriculums for the first time next year.

Advancements in fintech, new products and a shifting regulatory environment are among industry executives' top concerns.

Certain clients will have to take a taxable distribution from the account every year.

Investors have been more skeptical of how much boost the tax cuts would provide to the economy this year, and the big banks’ second-quarter profits seem to suggest why.

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

Jim Senderling and John Robbie had been with Merrill Lynch for 27 and 25 years, respectively.

Seniors should have socked away at least 10 times their salary in their retirement accounts by the time they retire to secure their golden years.

The new competition asks innovators to take client experience to the next level.

The firm’s FA ranks at 14,820 were down by only nine brokers from the previous quarter.

Despite loosening regulations and the president’s tax cuts, BofA continued a string of lackluster second-quarter earnings for the big banks.

These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.