Financial advisors who hold the CFP mark are more productive and generate more take-home pay than those who do not have the designation, according to new research from the Aite Group. In a report released Thursday, Aite found that both solo ad...

Click to Enlarge The millennial generation is the biggest in U.S. history, with 92 million individuals, according to the U.S. Census Bureau. This generation has less money to spend and higher debt levels than previous generations, accordin...

Millennial financial advisor Priya Malani is building her book of HENRYs one cocktail at a time.

 

This year advertisers paid a total of $377 million, nearly $5 million for each 30-second slot during Sunday’s Super Bowl game, up from the $4.5 million paid last year. Like in years past, consumer brands like Snickers, Doritos and Budweiser m...

This industry is quick to jump on a trend; attracting and retaining the next generation of advisors is one of the latest. Many firms host “next gen” symposiums, industry conferences are crowded with break-out sessions imploring the grey hairs to ...

The Series 63, 65 and 66 exams are getting a facelift. The North American Securities Administrators Association announced the exams, which are administered by FINRA, are receiving updated content around topics such as social media and...

Legislation aimed at blocking the Department of Labor’s fiduciary rule hit the Senate on Thursday, mirroring a bipartisan initiative already moving ahead in the House of Representatives...