At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one ...

Investors have several different types of real estate funds to consider, but the elements that make a good investment remain ...

In a lengthy court reply, advisors who left Merrill this week to form an RIA with Dynasty Financial Partners accuse Merrill ...

Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money ...

Also this week, Raymond James draws from Commonwealth again amid that firm's absorption by LPL Financial, and Osaic adds ...

Take Financial Planning's latest self-study continuing education quiz for an hour of credit toward maintaining professional ...

Independent financial advisors get a lot of flexibility, but a study by Deloitte and Wells Fargo FiNet delves into the ...

The events for prospective clients may sound old-fashioned or too sales-focused, but marketing experts and advisors explain ...

For advisors who invest in cultural understanding, bilingual support and education, the growth opportunity is vast.

Merrill is lowering its payouts for advisors who work with "small" households while adjusting its incentives to direct ...

AI-powered search results have changed how SEO works. Simple tweaks can help financial advisors and their firms show up much ...

Even as Canadian investor and "Shark Tank" co-star Kevin O'Leary broke records last month with the $13 million basketball ...