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The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.

Tired of doing this manually, many turn to solutions that combine the two in one platform.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

The Landmark Group ditched the large firm for Fieldpoint Private, a boutique firm with 28 advisors.

The alleged failures stretched over a two year period, according to the regulator.

The widow argued that her advisor failed to confer with her about the investment strategy he and her late husband developed prior to her husband's sudden death.

The bank chose to integrate its program after its acquisition of 18 New York-based branches of First Niagara Bank last year.

Advisors are jumping to firms with established infrastructure.

Bets on a bullion rally decline as interest shifts to cryptocurrencies.

The proposal includes changes in everything from the corporate tax rate to Obamacare.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.

The right strategy can help minimize their future estate taxes.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

Fixed indexed annuities guarantees minimal investment returns amid a down market, but investing in them still carries some risk.

Advisors have gotten caught in the crossfire: politicians have errantly assumed that 100% of advisory firm earnings are wage compensation .

Authorities say the now barred broker concealed his fraud through a variety of methods, including by creating falsified tax forms and lying to accountants.

The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.

LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.

Mobile apps beat out websites, but what’s on the horizon?