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A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

Advisors reported significant growth in assets under management and expect more of the same in the coming months.

Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.

The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

Liquidity and valuation are the regulator’s key areas of concern.

The Short Hills, New Jersey-based bank will look to Cetera to accelerate the program's growth.

Clients who prefer a simple retirement investing strategy should consider a dividend stock index fund.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

The well-capitalized acquirer completed eight transactions in 2017.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

Deciding between a home equity line of credit and cash out refinance mortgage has gotten more complicated following the recently passed tax overhaul.

Short interest on the largest ETF tracking the S&P 500 is the lowest level on record.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.