A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.

The firm’s efforts to attract talent away from rivals boosted headcount by a net 57 advisors in 2018.

Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.

CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.

Millennials lag behind in terms of credit card debt and retirement savings, but they spend the most on vacation, dining out and other unnecessary expenses, according to a new study.

A new FINRA initiative to root out breaches of supervisory rules on 529 plans provoked criticism from the IBD advocacy group.

Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

The bank is targeting advisors with $100 million or more in assets.

Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.

Some owners are reluctant to give away an equity stake. Here is one solution.

One approach to determine a retirement withdrawal rate is to set a fixed percentage of their portfolio every year, says an expert. But there are other strategies, as well.

The firm’s hot recruiting streak continues into 2019.

The firm has been aggressively recruiting wirehouse talent.

The network’s largest subsidiary will support fee-only advisors, and one of its smaller firms is targeting five times its level of recruitment from 2018.

The impact of the 35-day partial government shutdown could delay the process this year.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.

Compared to lower earners, clients with moderate and higher incomes will owe more taxes on the distributions from tax-deferred accounts after they retire.