TPG Financial Advisors LLC lessened its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 2.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.

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

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.

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect ...

As video blogging, or vlogging, gains popularity (and profitability), new laws are shaping financial obligations for ...

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.