Quinn's technology could open personalized financial planning to clients who long weren't on advisors' radar screens.

Older Americans are worried about when to claim Social Security. Financial advisors need to have much different conversations ...

Patrick Funke & Associates' decision to join Commonwealth Financial Network suggests that despite its pending purchase by LPL ...

Lawrence Sprung, CFP, is the founder and wealth advisor of Hauppauge, New York-based Mitlin Financial. He has more than a ...

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the ...

A new TIAA Institute survey found that a vast majority of 401(k) plan participants are interested in accessing fixed ...

Roughly 200 advisors at the firm are being named "founder specialists" for their track record helping entrepreneurs do ...

Word-of-mouth endorsements still pack a punch, but after prospects identify a trusted referral, they then verify online — here's how to be prepared.

A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of ...

Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.

Financial advisors and other female wealth management professionals say eliminating the self-doubt represents an important ...

Despite health savings accounts being highly tax-advantaged, most savers do not fully utilize their unique benefits, new data ...