Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

Find out more about financial planning services. Find the right financial advisor for your needs with this comprehensive guide. Learn about credentials, fees, and questions to ask to make an ...

The good news for next-generation financial advisors is that valuations of registered investment advisor firms are at a ...

How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence as a female investor.

The type of advisor that is better for you depends on what your financial needs are. For core investing and planning advice, ...

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 ...

Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...

Planners who can read nonverbal emotional cues are better able to recognize when a client is anxious and respond with empathy ...

Financial advisor Ronnie Sansom, CFP®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from ...

LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL’s employee advisor channel, Linsco by LPL Financial, to ...