LPL executives have said they're well on the way to retaining 90% of the client assets they're seeking to bring over from ...

With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and ...

The hidden costs of free AI tools go beyond simple feature upgrades. Non-enterprise versions of AI tools often lack advanced ...

FP's general knowledge continuing education quiz is aimed at keeping advisors current on timely, important issues in wealth ...

Generation Z is favoring Roth accounts like no generation before, new Fidelity research shows. Here's why younger investors ...

After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options ...

This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 ...

The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts ...

The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation ...

Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and ...

As CEO Sergio Ermotti says it's almost impossible for the firm's U.S. wealth management business to match rivals' profit ...

Falling client risk tolerance and domestic turmoil may mean that these international equity funds could be more attractive to ...