Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes ...

A longer life doesn’t guarantee a better one. But with the right planning, support, and vision, your clients can have both.

Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ...

When the Financial Conduct Authority issued its ‘Dear CEO’ letter to wealth managers in late 2023, labelling it an ...

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

Mercer Advisors’ Kara Duckworth explains why women shouldn’t be considered a “niche” market in wealth management even if they ...

Financial advisors share what they have learned since Trump's inauguration and how they will use that knowledge moving ...

Many buyers and sellers of wealth management firms are likely to thrive, ensuring their clients receive excellent care. However, after the initial euphoria of the merger subsides, numerous buyers and ...

Leslie Thompson, co-founder of Spectrum Wealth Management, said single mothers can protect their financial futures while raising their children by taking proactive steps to manage their money ...