With the Trump administration pledging to review recently passed federal rules, the Investment Adviser Association wants to ...

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that ...

More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the ...

Financial advisor confidence levels have collapsed over the past few months, new data reveals.

Stifel pulls a $1.35 billion team from Raymond James, while LPL draws from Edward Jones and Wells Fargo, in advisor moves ...

The murder of George Floyd nearly five years ago prompted many wealth managers to recommit to diversity, equity and inclusion ...

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...

Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the ...

High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for ...

Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the ...