Parent of FSC, Royal Alliance, SagePoint and Woodbury added $13 billion in AUA.
Data analysis can illustrate how healthy behavior increases longevity and reduces retirement expenses.
Increasing longevity is a key factor explaining why a growing portion of Americans aren't ready for retirement.
Diverse efforts and a tweet from Trump came together for rescue
Limited services available in field offices during funding lapse.
More smaller transactions brought the average size deal down to $881 million from just over $1 billion in 2016.
Michael Kitces and Alan Moore want paying for financial advice to be as easy as Netflix subscription.
Firm says he was not fired for sexual misconduct.
The 0.05% fee is ostensibly a response to Vanguard's distribution model, but may also make the company's funds less attractive due to higher cost.
Firm to merge U.S., global wealth management units on Feb. 1
Broker-dealer regulator calls it an outcome of a Finra360 self-examination.
Broker Christopher 'Smitty' Cervino and investment adviser Sheik F. Khan defrauded investors out of million of dollars, according to the U.S. Attorney's Office.
The vast majority of financial services professionals still fail to incorporate home equity planning or reverse mortgages into their practices
Outdated assumptions about younger investors risk harming their returns.
About 83% of plan sponsors reviewed their fees, and of those, 40% reduced overall fees, according to a new study.
Analyzing rollovers could involve some challenging steps, like gathering information about investments, services and expenses in the retirement plan.
Greg Greenberg switches firms in Overland Park, Kansas.
Unlike DOL fiduciary rule, New York's best-interest rule covers life insurance sales and could be a harbinger for other states
Charges participation in securities sales without being registered.
