Merrill Lynch advisors are usually a pretty happy lot, and that has not changed with the firm's acquisition by Bank of America, which closed on January 1. Respondents still feel they work for the top firm on Wall Street: indeed, 78 percent of Mer...

If you’re starting to think about retirement, who will inherit your business is likely one of your top concerns

Thinking about changing firms? Before you do, get the real deal. Read the results of our 19th annual FA satisfaction survey to find out what FA employees really think about their firms.

Consolidators, or roll-ups, were the biggest buyers of RIA firms just a few years ago. But as revenues and cash flows have declined, some consolidators are bowing out of the business while others are making adjustments to survive.

Welcome to the second part in our series on joining an established RIA. In this month’s issue, we continue to explore an alternate pathway to achieving true independence

Much has been made of the similarities between the huge market surge off March lows this year, and the dramatic rally in 1982.

It's that time of year, and grandma may want some tips on giving wisely.

You don't expect your doctor to smoke, and you shouldn't see your advisor maxing out his credit card.