Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors.

The breakaways join 72 others who moved their practices to the firm in the second quarter.

Parents are advised to take advantage of charitable and nonprofit support programs when preparing for the future of a special needs child.

The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.

Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.

Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.

The firm has argued that a demand for emails and other records by the agency earlier this year was unduly burdensome.

The wirehouse is ballyhooing once below-the-radar hires. Now it should rejoin the Broker Protocol.

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.

Clients are advised place a deeper focus on their life goals when developing a strategy to retire.

Alternative compensation structures may provide more consumer protection, and drive higher client satisfaction.

The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.

While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.

Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.

The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.

The new recruits include a father-and-son duo in Orlando.