The future is now. | Olivier Le Moal/iStock/Thinkstock Increasing competitive pressures and significant changes are in the works for the wealth management industry, according to a new survey by Forbes, Ernst & Young and SEI Investment Comp...

Revenue matters. | Copyright John Moore, Getty Images Following two consecutive quarters of earnings declines (for the first time since 2009), “earnings recession” and the drag it could have on markets have become talking points among fina...

Keep making X's. | Goldfinch4ever/iStock/Thinkstock   New college graduates are going to be working well past age 70, according to a new study from NerdWallet. The research notes that rising housing costs and student loan debt have pushed t...

Retail investors using Motif Investing will now have exclusive access to initial public offerings led by J.P. Morgan, thanks to a new partnership the companies announced Wednesday...

Think before you use that cashtag. | Copyright Andrew Burton, Getty Images Market Prophit, a company that crunches social media data looking for trends, is getting into the stock market game. The firm is looking for an advisor to create a ...

Too many advisors are still getting their records wiped clean, according to a new report from the Public Investors Arbitration Bar Association. The study found between 2012 and 2014, about 88 percent of brokers succeeded in purging past...

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An undervalued service for financial advisors? Preparing the client's heirs to receive their wealth...

Longevity risk is an essential planning concept that’s misunderstood by advisors and clients alike...

Massachusetts Mutual Life Insurance said it will expand its financial services startup geared toward Generation Y to 10 cities across the United States. The insurer's Society of Grownups is being backed by a $100 million investment that will ...