The financial services industry is failing women—not just as investors but also as employees. Now's the time for everyone to move forward.

A soon to be married millennial advisor shares what he's learned from clients in financially dysfunctional marriages.

To power the new service, Chalice acquired Succession Link, an online matching service for M&A deals and formed a partnership with Oak Street Funding, a non-SBA lender.

A new bill package includes a section establishing who are fiduciaries, including broker/dealers, broker/dealer agents, insurance producers, investment advisors, federally covered advisors and investment advisor reps.

As you approach the sale of your advisory practice, the following factors impact accessibility of bank financing and ultimately cash at closing.