"Money in Motion" will offer advisors the chance to track inflows and outflows, and set their own designed benchmarks for performance, according to the clearing and custody provider.

Financial advisors will be able to customize client portfolios to address particular values-based concerns, according to the asset manager.

Ameriprise also welcomed a financial advisor with $168 million in assets under management after more than two decades at Merrill Lynch.

A new report from the Spectrem Group shows millennials of different ages react differently as to why they would not retire.

The news comes during a year in which the technology platform provider announced several partnerships and integrations, including with Focus Financial and First Rate.

The Trump tax plan may have discouraged individuals giving to charities. But there are still ways donors can benefit.

Financial Solutions Group will be joining LPL Financial from FSC Securities, according to the independent broker/dealer.