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

Asset management primarily involves portfolio construction and management. Wealth management includes aspects of financial ...

A new survey and report from Deloitte and Wells Fargo Advisors argues firms need to have a strong foundation of organic ...

This moment marks a generational shift in values, expectations, and priorities that will challenge advisors to prove they are ...

Talking about money doesn’t always come naturally in wealthy families. Being transparent about financial matters can prepare ...

Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent ...

Wealth transfer tools include life insurance and gifting strategies, but a solid plan is at the heart, an advisor says.

As I prepare to become a mom, I've been thinking a lot about what I truly want to pass down to my child. Of course, money matters. But the best gift we can give our kids isn't a trust fund - it's a ...

Real estate management can be a costly but essential service for real estate investors with multiple rental properties.