It may be tempting to offer financial advice for free or at a discount to friends and family. There are pros and cons. It's only natural for a financial advisor to want to help a friend or family ...

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But ...

A corporate consultant turned financial advisor embraced a hybrid team structure to succeed in her new career.

Eva Stukenberg leads the Bloom Financial Associates team at Thrivent, a Fortune 500 financial services organization.

Executives at Merrill's parent firm, Bank of America, told analysts in a call that nearly two-thirds of their wealth ...

The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

Goldman Sachs CEO David Solomon joined JPMorgan's Jamie Dimon in a tie atop the executive compensation rankings for the industry's largest publicly traded firms.

Citi's wealth division saw a nearly five-fold increase in new investment assets in the first quarter. CEO Jane Fraser said ...

The industry rivals are back in court with fresh allegations that Ameriprise falsely warned its former clients that LPL misappropriated their account information.

IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.

An industry consultant thinks Edward Jones' latest bid to start a bank is an attempt to add revenue sources as the ...

A recent Praxis Investment Management study found nearly half of surveyed investors were interested in factoring their faith into their investment decisions.