Practice

One of the most successful recruiting firms in recent years, LPL again finds happy hunting grounds at its rival giant in the independent brokerage channel.

The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.

The Federal Trade Commission says it's weighing a likely appeal of the ruling.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

The new rule comes after advisors had expressed concerns about personal safety and data privacy.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Workers are less satisfied with their job and looking for other opportunities.

The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.

Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.

The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.