Advisors thinking about taking the leap need to be wary of specific developments and the aggressive regulatory environment that awaits them.

When a firm is acquired, advisors are left wondering what’s next for themselves and for their clients.

When an “elite” manager pushes the right buttons, people can usually perform at significantly higher levels.

There's no magic pill that creates the perfect digital brand. 

Can't live with them, can't live without them. | pxel66/iStock/Thinkstock Apparently even advisors trust an algorithm to manage investments. In a recent survey of 134 independent financial advisors, 60 percent said they would trust a so-ca...

The first half of 2015 saw a significant increase in merger and acquisition activity among registered investment advisory firms, a trend Schwab expects to bleed into the second half of the year despite the recent market upheaval. “The success ...

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