Dubbed Sapphire, the offering provides fee-only advisors with technology, support and resources without an asset minimum.

Buckingham, who oversees $900 million of Kovitz’s total $7.5 billion in assets under management and advisement, holds that no ...

LPL's regular pattern and practice is to encourage recruits to violate their contractual agreements, Ameriprise alleges.

Sixty-seven women appear on the latest Forbes 400 list of America’s wealthiest people, released earlier in October. They ...

Siegel expects the Federal Reserve to make four 25-basis-point interest-rate cuts and take two pauses over its next six ...

Commonwealth Financial Network is rolling out a series of new tax-focused planning tools for its advisors. Newly revealed ...

Carson Group said Tuesday that it struck its second largest deal to date with the addition of Sweet Financial Partners, a ...

Kestra Holdings is undergoing a significant private equity recapitalization through a renewed partnership with Stone Point ...

Charles Schwab plans to launch an alternative investments platform this year for high-net-worth clients, a spokesperson ...

What it means: U.S. life and annuity issuers need Bermuda to help revive their sputtering supply of capital. The backdrop: ...

Financial professionals offer the most value when they understand what motivates clients, the Orion leader maintains.

The Social Security Administration announced its annual cost-of-living adjustment last week, granting beneficiaries a 2.5% ...