Wealth management

The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.

Alfred Nobel was the inventor of dynamite and founder of the annual prizes.

One of the most successful recruiting firms in recent years, LPL again finds happy hunting grounds at its rival giant in the independent brokerage channel.

The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.

The new rule comes after advisors had expressed concerns about personal safety and data privacy.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.

The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.