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.

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

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

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

Medicare open enrollment has arrived—and so have the scammers. The annual open enrollment period, which typically runs from October 15 to December 7, allows U.S. adults already on Medicare to evaluate ...

You may think the Amex Platinum and Business Platinum are too similar to justify having both, but I find their unique perks ...

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 ...

A bond ladder is a portfolio of bonds that mature at intervals —and you may want to open one before interest rates fall ...

In the most recent quarter, Baron Opportunity Fund initiated a position in LPL Financial Holdings. Click here for mor on our ...

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 ...

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