The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a ...

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to ...

Research on aging, retirement and Social Security is vanishing as more Social Security Administration-funded research centers ...

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up ...

When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, ...

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.

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 ...

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