Some pointers from colleagues and mentors inspired female planners in unexpected ways.

With two months left in 2018, clients can still take advantage of these tax hacks.

There’s a fix, but many firm owners are reluctant to make the investment.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

Affiliating with a bigger platform is often a helpful and necessary step for indie advisors.

The group includes several industry veterans, one of whom has 50 years of industry experience.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

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.