Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how ...

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees ...

The win for Morgan Stanley comes after a recent string of victories against brokers who left for rival firms. But as the outcome in the JPMorgan case shows, firms don't always prevail.

Complex manager John Moran says RBC Wealth Management's New York market has recruited advisors with nearly $10 billion in ...

It may sound like science fiction, but experts say estate planners should help clients decide now how their likeness should, ...

Edward Jones reported a sharp decline in net new client growth for the second quarter, even as it brings on more advisors to ...

Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in ...

LPL Financial lost a $380 million AUA team to Cetera, while two RIA aggregators — Arax Investment Partners and Aspen Standard ...

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for ...

Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their ...

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and ...

Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are ...