Practice management

Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.

Nobel laureate Robert Shiller says these products could offer both investors and issuers a number of real advantages.

This group racked up strong returns over a 24-year span of above-median inflation.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Money market yields were low after the financial crisis — but that's no longer the case. Here's what advisors should do.

Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.

Despite a national trend of declining volume, a spike in foreclosure activity in these local markets has created a number of hot spots.

Every man in the financial services industry should read this article, Nina O’Neal writes.

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Forty-one percent of client-facing finance workers have had negative experiences that “still keep them up at night,” a Schwab survey finds.

One JPMorgan client thought it was “odd and weird” that the advisor called during the Memorial Day holiday, on behalf of Merrill Lynch.

Banks and wirehouses have a head start on data, while RIAs face challenges, according to a new report.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

The firm has been rolling out a robust suite of new and upgraded technology tools.

The wirehouse has been fighting to keep managed assets this year, suing ex-advisors for taking client information during their move.

Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.

There’s no playbook, but there is common sense, says XY Planning co-founder Alan Moore.

The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.

The Tax Court rules that creditors must have hard evidence that an obligation is uncollectable before they deduct it.

Affluent clients have "a fairly low awareness of fees," according to new report.