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The new strategy will focus on long-term ownership of income-producing companies, not unlike Warren Buffett’s buy-and-hold style.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

The platform provider is pushing the concept hard, but early reviews are mixed.

Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.

Filing for Social Security can be a wrong move if seniors are still employed and earning a wage income.

“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.

With the federal government standing down, attorneys general from California, New York and Oregon make a late appeal to save the rule.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

More advisors can’t ignore the call to go independent.

The tech giant's data division rolls out new apps for clients — and links to Alexa.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

This move shows how large asset managers have taken note of certain trends.

Co-chiefs of the SEC’s Division of Enforcement tout a program aimed at repaying investors for excessive mutual fund fees as a new approach to curbing industry abuses.

One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.

Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.

Banks such as UBS aim to offer money managers refuge from jittery markets by combining bonds with more exotic options.

The firm left Kestra for PKS as part of the move as increasingly large breakaways fuel the independent movement.

Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.