Financial Planning

With a growing share of financial advisors nearing retirement, succession planning has become a major challenge for the industry. More...

Drawing on her long experience suing Wall Street firms for harassment and discrimination, Linda Friedman thinks Citi had a simple...

Headcount does not equal asset count.Processing ContentThat was the big message LPL executives had Thursday about the results of their...

A core requirement of the CFP mark could soon be on the chopping block: a bachelor's degree.Processing ContentOn Tuesday, the...

With only days remaining before Fifth Third Bank's expected Feb. 1 closing of its $10.9 billion acquisition of Comerica Bank,...

Raymond James reported Wednesday that it spent just over $390 million in 2025 on recruiting and retaining advisors — the...

As of Tuesday, the S&P 500 had appreciated 79.5% since Jan. 1, 2023, assuming dividends reinvested. But instead of celebrating...

Self-directed individual retirement accounts come with tax advantages and access to alternative investments — along with major technical caveats and the...

Advisors and other financial services professionals who rely heavily on social media to reach clients and prospects are increasingly confronting...

Stifel Financial reported a record year for its wealth management business, with a wave of recruitment helping the division mark...