Glide paths may not deliver the highest returns, but experts say they account for behavioral limits that other strategies ...

Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and ...

This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 ...

At a time when private equity ownership is causing clashes between independent broker-dealers and some of their largest ...

Every independent RIA has unique access to one niche: the prospects in their own ZIP code. Smart advisors can turn that ...

After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options ...

The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts ...

Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test ...

The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct ...

Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are ...

The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation ...

The Munster Freeman Group will add to Wells Fargo's offerings for wealthy and ultrawealthy clients with offices in the Los ...