The choice of brokerage or RIA firm involves any number of factors and a range of timelines. Here's what the numbers and ...

We've uncovered great advisors in all markets—including South Carolina, Oklahoma, and other states with smaller ...

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

In fact, over the last decade, the percentage of investors willing to pay for guidance from a professional financial advisor has nearly doubled, and with that advisors are seeking new ways to ...

For the first time since Robert F. Kennedy Jr. became health secretary, vaccine advisers to the CDC are meeting to discuss ...

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today Krueger, Fosdyck, Brown, McCall & Associates, a team based in ...

Farhad Firoozi is Wells Fargo Advisors’ new head of advisor recruiting, starting on Tuesday, according to a statement from ...

At the Barron’s Advisor Independent Summit in March, we asked attendees to share the suggestions that they planned to implement after the conference.

Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to ...

Stifel Financial has completed its acquisition of 36 financial advisors from B. Riley Financial, adding roughly $4 billion in client assets to its growing wealth management business. The employee ...

The potential impacts of proposed Trump-aligned tax reforms on estate planning means families and advisors must proactively ...

We are slightly increasing our fair value estimate for LPL Financial to $358 from $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 19 times and an enterprise ...