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 ...

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

Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around the world to identify trading and investing ...

We are maintaining our fair value estimate for LPL Financial of $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 20 times and an enterprise value/EBITDA ...

The company’s diversification across wealth management, asset management, and insurance muddies the company’s financials, and investors might discount the company’s valuation because of this.

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

If your tax bill or refund is bigger than expected, it may be time to adjust your paycheck withholding. Here’s an easy way to do it.

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

A desire for peace of mind is often what leads clients to seek a financial advisor. Inclement weather often presents a challenge to this peace, bringing potential harm to personal and financial ...

Admittedly, it would be a bit more of a stretch to see SoFi ( SOFI 2.84%) reach Bank of America's valuation. Even in a 15-year time frame, this would require 22.5% annualized returns.

Here are seven common traits tech executives have and themes they use to help them build and manage their investment ...

Elme Communities (the “Company” or “Elme”) (NYSE: ELME), a multifamily REIT with communities in the Washington, DC metro area and the Atlanta metro area, reported financial and operating results today ...