Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 ...

Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to ...

The win for Morgan Stanley comes after a recent string of victories against brokers who left for rival firms. But as the ...

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.

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

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

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

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

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, ...

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

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