A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce ...

SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect ...

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual ...

A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases ...

As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major ...

The Fed's rate cuts last year also took a toll on the company's results for the second quarter, when there were sharp drops ...

A new estate planning solution from Carefull, a financial services platform for seniors and their families, seeks to ...

The large St. Petersburg, Florida-based wealth management firm claimed its best advisor recruiting figures since the global ...

Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how ...

A period of deregulation has been anticipated across U.S. financial services since January's change in administration, with ...

Some of the most important decisions a firm will make revolve around tech choices; mistakes can be costly and onerous to undo ...

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their ...