We considered over 200 new titles to curate the business books most focused on the needs of wealth management professionals.

An unfavorable work environment was among the reasons they are considering the independent channel.

The gap between the advertised rate for an RIA, and what they actually charge clients, is widening, says Fidelity.

We won’t throw the baby out with the bathwater, but let’s upgrade the plumbing.

The CIO of Japan’s Government Pension Investment Fund on the future of investing and asset management.

The bitcoin bubble has surpassed all others, affluent investors are more confident in the economy than their retirements and Raymond James gains two teams.

Sources say the Senate’s “first-in, first-out” rule didn’t make the final version.

Mercer Advisors’ Chief Investment Officer Don Calcagni looks at what the markets might do if President Trump is impeached.

The pass-through measure is one of many provisions included in the tax revamp that could have unforeseen effects once they’re applied in the real world.

KMS adds Hansen Wealth Management, InvestCloud to provide the tech platform for Chilton Trust and Blue Duck Wealth Management launches new advisor portal.