The record keeping industry’s competitive challenges are well known: Lower fees, increasing regulatory requirements and higher technology costs are frequently cited. One result from these pressures is consolidation, and it’s estimated...

Dinner conversation: their finances. | Copyright Tim Boyle, Getty Images Millennial couples love to talk about money, says TD Bank's Love & Money survey. Almost three-quarters of millennials in a romantic relationship say they discuss finances...

The next generation. Copyright Evan Agostini, Getty Images Ultra high net worth individuals will transfer $3.9 trillion to the next generation by 2026, down from $4.1 trillion estimated in 2014, according to a new report by Wealth-X and NFP. T...

(Bloomberg) -- You could get dinged on compensation, or even knocked out of  contention for a job, by a corporate scandal you had nothing to do with...

Home-office portfolios often outperform advisor-controlled ones, according to a Cerulli Associates report. Couple that with decreased compliance risk, and it’s likely the home-office model will become more prevalent in a post-DOL world...

The ultimate goal for many advisors who own their own firm is to eventually sell their business for a profit. While there are countless ways to increase a firm’s value before a sale in order to receive the most money possible, advisors can...