While the Big Four custodians still dominate the market, some smaller firms are making their presence felt.

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Financial advisor Ric Edelman takes his advice business into cyberspace.

Mobile technology use is advancing rapidly among investors and their advisors, but the pace is more uneven with RIA custodians. In April tech consultant Celent predicted that smartphones will grow 35 percent in North America to 664 million...

The Supreme Court upheld President Obama’s healthcare reform legislation Thursday morning, but there’s no need to overreact.

As the Financial Planning Association attempts to boost flagging membership and roll out a more ambitious service program, its leadership says a restructuring of the national organization is not out of the question in the years ahead. The ...

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Enthusiasm for the financial quarterback role is growing among the super-rich, according to research released Wednesday by Morgan Stanley and Campden Research.

“Women’s initiatives” have become the industry’s hot dot of the moment, but most firms are missing the mark: With women, one size does not fit all.

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