Financial advisor Robert Levitt thinks regulatory upheaval has delivered him a billion-dollar opportunity on the French ...

InvestCloud and Apollo partner to integrate latter's private market portfolios and multi-manager models into wealth ...

Nowadays, financial advising isn’t just about knowing the right answers. Given the capabilities of technology, investors are ...

Rosemount Financial Solutions has brought on five different advice firms in the last quarter as part of recruitment efforts.

First Affirmative Financial Network cut its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The ...

Affiliated Advisors aims to recruit, retain and advance wealth management professionals with resources aimed at three ...

Company reports all-time highs in surplus and revenue, grows network of financial advisors and representatives at record pace, declared record dividend payout to policyowners, and maintains best-avail ...

Financial advisors tell Barron’s Advisor how they joined the industry from the worlds of sports, music, journalism, and more.

An advisor with a $2 million account who is used to paying Schwab $5,000 a year for the referral will now pay $5,250. And if they have a $7.5 million account through the referral, they’ll pay ...

For this week’s Barron’s Advisor Big Q, we asked wealth management professionals what they’re hearing from clients and how they’re responding.

This is the financial cost of the pursuit of love, and some ways to create connections without added financial strain.