Everyone wants to feel they are important. When you get this message across in your conversations and actions over time, they ...

Researchers evaluated those dimensions using 46 relevant metrics, and graded each one on a 100-point scale, with a score of ...

So far, AdvizorPro and Muriel Consulting report, LPL has seen about a 23% reduction in Commonwealth advisor headcount. Other report highlights show that two-thirds of departing advisors remained ...

Buckingham, whose firm, Kovitz, officially joined Focus Partners Wealth on Jan. 1, seeks out beaten-up stocks that have been relegated to the doghouse. This year, he sees bargains galore and robust ...

ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in ...

A registered Florida broker and investment advisor and United Planners Financial Services of America, among others, face a proposed class action lawsuit alleging they engaged in a fraudulent scheme to ...

Technology is changing so fast,” Wolfsen said during a panel discussion held in December in New York as part of ThinkAdvisor’s Luminaries awards gala. “Not picking up the tools, like AI and data tools ...

One suggestion would default 20% of a retiree's assets into an immediate annuity vehicle that would pay out funds during retirement to increase Americans’ retirement security.

Major Wall Street investment providers expect non-U.S. stocks to outperform U.S. stocks in the intermediate term, Morningstar ...

New legislation, the American Dream Act, would allow individuals 65 years or older to sell a home to a first-time homebuyer for $500,000 or less without paying capital gains taxes.

The driver and his wife allege roughly $8.6 million in losses tied to indexed universal life insurance policies.

ETFs can pursue different strategies when they invest internationally, according to Dziubinski. She listed eight top-notch ...