Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

Although the industry reflects stark disparities, these firms are leading their peers in the hiring of female registered representatives.

One may have lots of disposable income, while the other may have to rely on taxable distributions.

Even investors who aren’t ultrawealthy may be able to avoid income taxes on their investments with “off the rack” strategies similar to the specially designed life insurance contracts sold by some financial firms to ultrahigh-net-worth clients.

The move marks the fifth new office added by the hybrid RIA this year.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says an expert.

The clearing and custody firm also announced $50 million in new investments to fuel its advisory business.

The firm says it’s working to increase the number of women in leadership positions.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

J.P. Morgan hired 160 brokers last fiscal year, and it’s not slowing down in 2018.

The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.

Nearly three-in-four advisors (73%) do not have a succession plan in place.

The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.

The advisory firm left Securities America to make the move.

The health-care program for the elderly and disabled covers about 58 million Americans.

The acquisition will expand the Milwaukee-based firm's presence in the Northeast.

At least seven firms with outside RIAs have left the No. 1 IBD since it announced a change in policies last November.

Clients should not only check the fees, but also compare their after-tax returns.