Spaces where advisors can share common rooms, or get private offices of their own, are a growing alternative.

Advisors with a clear vision for their business, who have the discipline to achieve their objectives, are most likely to benefit from an internal analysis to unlock their company’s potential. And one of the best ways to gauge performance is...

Like mother, like daughter. | Copyright Adam Berry, Getty Images This weekend millions of Americans will pause to thank their mothers for all they do for them. And for about a third of Millennials, that includes thanking Mom for being the ...

Congressional Democrats broke ranks with the White House this week, asking the Department of Labor to extend the review period on its fiduciary proposal. President Obama and his administration have backed the DOL's efforts to rein in retirement p...

The junior financial advisor of every team should be commissioned to connect with the next generation of affluent clients.

Rematch? | Copyright Harry How, Getty Images ETFs sold through retail channels in the first quarter outpaced mutual funds for the first time in four years. ETF assets being sold through independent b/ds, wirehouses, RIAs and discount broke...

Investors young and old love Apple. | Copyright Justin Sullivan, Getty Images Millennials and baby boomers may have different levels of trust in financial services and engage banks and advisors in very different ways, but when it comes to ...

About half of wealthy families feel giving their children too large an inheritance could prove detrimental, according to a new report from Merrill Lynch Wealth Management. Most of the 200 high-net-worth investors surveyed believe $63 million was ...