Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.

Most people specialize so don’t expect to find a broad range of skills in one person.

The No. 1 IBD unveiled positive recruiting numbers for the third quarter, alongside an 84% jump in profits.

Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.

The No. 1 IBD poached two more teams from the largest firm in rival network Cetera Financial Group.

The team, which already has $3.5 billion in AUA, will service bond requests of any type from Arkadios Capital’s advisors.

The firm’s broker ranks expanded to 7,813 independent and employee advisors, a new high.

The firm has streamlined its leadership structure and overhauled its marketing strategy.

Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

About 60 advisors have joined the broker-dealer so far this year, with five advisors and two firms coming on this month.

Startup entrepreneur sees an opportunity to simplify savings plans and financial giving for children, and hook their parents into wealth management in the process.

Industry efforts still have far to go as less than 3.5% of the 80,000 CFP professionals were black or Latino in 2017.

Financial advisors can reduce distractions and increase their profits by outsourcing these functions.

Many of the new hires are A.G. Edwards veterans.

The proposed rule from the Labor Department would allow small companies with a common owner or those in the same trade group to band together and create multiemployer plans.

The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.

This quarter the firm brought on 14 new advisors, who advised more than $1.1 billion in client assets at their former firms.

The No. 1 IBD added a practice with $520 million in client assets from rival Cambridge before walking back a new policy that has resulted in departures.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?