We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Most banks are still talking about AI as a feature to “add on,” but beneath the surface, the real transformation is already ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances ...

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make ...

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from ...

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced its ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

After more than 18 years at Raymond James Financial Inc., most recently as the president of its independent broker-dealer ...

Trucordia has acquired Global Financial & Insurance Services, an insurance and financial services firm based in Irving, Texas ...

The former head of Raymond James’ financial services division left for an advisor-facing role at independent broker/dealer ...

Watch for dual roles or “switching hats.” Some advisors are “dual registered,” meaning they act as both fiduciary RIAs and as ...