Contracts for sponsor sales under $4 million hit a 17-month low in May, according to Marketproof's monthly report.

--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, announced today that its affiliate, StoneBridge Advisors, Inc., has recruited ...

Required minimum distributions can be a touchy subject for retirees and their financial advisors, requiring them to liquidate assets that they may prefer to keep in the market. Frustration around ...

DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Tufton Capital Management ...

May signals the return of Travel Advisor Appreciation Month. This annual tradition is a time to celebrate the invaluable contributions of travel advisors around the world. A wealth of travel suppliers ...

But multiple studies have found that as many as 70% of them may switch advisors when they assume control of the family wealth. In reality, the percentage of women who fire their advisors is higher ...

LPL Financial CEO Rich Steinmeier is confident his firm can absorb the much smaller Commonwealth Financial Network, in part because it has done something similar before. LPL transferred over all ...

Financial advisors are chomping at the bit to add generative artificial intelligence to their toolkits – but it could be a while before the technology catches on. That's according to two reports ...

Canadian studies show that more than half of financial advisors are over age 55. The need for a clear exit strategy is pressing. While selling a practice to an outside buyer is an option, ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

If you want to out-earn your rival advisors, you've got to out-learn them first. That's the bottom line from a new report by the Investments and Wealth Institute, which broke down how advisors ...

A survey found that most financial advisors aren't directing their clients to crypto investments. Crypto recommendations could lead to reputational damage among advisors, experts told Business ...