The latest in a recurring series of dispatches from financial advisors about their lives—and work—under quarantine.

Patriots safety Patrick Chung’s financial journey from gold chains to team ownership.

The CFP Board and California Lutheran University will offer scholarships to financial planning students from underrepresented communities.

Using Snappy Kraken’s marketing expertise, Hightower created a customized digital marketing program at no additional cost to its advisors.

Americans’ interest in books about investing is up 150% over the last 12 months, according to a new analysis.

Sales of fixed annuities were down by double digits, while variable annuity sales grew 16%, despite market conditions.

Under the premium affiliation model, LPL will handle some of the more daunting tasks involved in going independent while allowing advisors to be self-employed.

FiComm's Advisor Education program will consist of virtual workshops aimed at bringing better marketing, video and podcasting to clients and prospects.

The analysis of 7.5 million investors who custody with Apex found that most of millennials' top holdings were tech companies that had largely outperformed indexes like the S&P 500.

'We really think that the notion that RIAs will slow business with us as the date for closing of the transaction with TD Ameritrade approaches is not something that is likely to unfold,' said Schwab CEO Walt Bettinger.