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Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.
Despite their smaller size, these boutique IBDs outperform on several desirable metrics.
While equity market performance has helped, RIA firms are also demonstrating smarter company strategy, a recent Charles Schwab study finds.
It is time to rethink retirement planning. A few experts offer the latest thinking on portfolio allocations, long-term care coverage, annuities and more.
There will be another recession at some point, but advisors should have time to help clients prepare.
Clients want to give back, and not just for the tax breaks.
Do your clients know the value you offer? Here are five things to keep in mind as you create and disseminate your value proposition.
A fee-based practice is worth more when larger firms are looking to make an acquisition.
There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. “You’re moving too slowly and you have to be more aggressive.”
Securities America picks up a team with $100 Million in client assets while a Goldman vet heads to CapWealth. Here's a roundup of some of the most recent moves among independent financial advisors.
New rules up the ante on estate planning, making it imperative that planners change their tactics.
Advisors demanded that the group help 'draw a line' between financial planners and salespeople, and help them solve other challenges.
Advisors are bound to manipulate clients -- and that's not necessarily a bad thing.
It usually pays to wait, but not always. Here's a look at five important factors advisors should consider when developing Social Security strategies for clients.
Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.
Justin Reckers and Michelle Smith explain how and why to look into a wealthy client's assets during a divorce.
The planning network hooks up with Guide Financial to offer cash-flow software to clients.
For wealthy and high-profile clients, privacy can be hard to attain. But most people don't want their personal lives made public, especially when they are going through a divorce. Here's how planners can help.
After variable annuity sales plunged in 2012, expectations are high for the coming years for new players and higher sales.