Brokers were worried a new rule intended to lighten their responsibility to monitor advisors' side hustles would ironically ...

The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

Fixed-income ETFs are rapidly gaining popularity among advisors, driven by growing familiarity, diverse offerings and strong ...

Even as crypto prices slide, a growing share of financial advisors are adding digital assets to client portfolios, with firm ...

A Ninth Circuit appellate panel ruled that10 advisors recruited to LPL from Ameriprise have the right to resist turning over ...

An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to ...

K. Dane Snowden initially joined the CFP Board as chief operating officer in 2023 and replaces outgoing CEO Kevin Keller.

As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...