Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the ...

RIA leaders who have done things the same way for their whole careers often don't want to change — especially if they are ...

Joe McQuaid is chief operating officer at Concurrent.

While vintage Fenders, Gibsons and Martins can be worth thousands or even millions, advisors caution that collecting guitars ...

Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the ...

The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.

With more than $8 billion in assets under advisement, Simon Quick can comfortably serve high net worth clients. And it's ...

UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial ...

That giant question could bring any number of different answers based on a variety of factors. Here's how four experts break ...

Virtual client meetings have boomed since the COVID-19 pandemic, but advisors say the digital shift is far from over. Here's ...

The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any ...

Regulators discovered Julie Darrah had been siphoning millions from elderly clients after WEG bought her practice in 2021.