New rules for financial advisers could make financial planners an endangered breed. Friday, July 27th 2018, 6:00AM by Susan Edmunds Nigel Tate, who is …

Financial advisors continue their shift to an assets under management fee-based model, while experimenting with additional fee structures, according to research released Thursday by …

At the US News & World Report Smarter Investor blog, Lyle Wolberg writes that his firm Telemus is using genetic and other tools to …

NEWARK, N.J. — When Prudential Financial released its first skill for Amazon’s voice assistant Alexa in April, it was pretty basic. Solely designed for …

The Blinn College District will host a two-day financial planning workshop for students and the community Tuesday and Wednesday, Aug. 7-8, at the Blinn …

While assessing your risk tolerance, be realistic and honest. In investment science, very often people use the term ‘risk tolerance’. But, this term is …

Shutterstock Is the pursuit of your goals based on your values (values based financial planning)? Often in the speed of life, we don’t take …

One of the country’s largest strategic acquirers is back in the RIA M&A market. Captrust Financial Advisors, which has bought 29 firms in the …

Firms are doubling down on efforts to boost the ranks of women advisors, who have long been underrepresented in an industry traditionally dominated by …

The independent broker-dealers dropping the most financial advisors from their head counts have also boosted their average payouts more than any other firms. Northwestern …