A little over two months after the suicide of its CEO, $8.4 billion RIA Convergent appoints chief operating officer Douglas Wolford as a replacement.
Average costs could exceed Social Security benefits in the future; a 65-year-old couple could spend as much as $400,000.
David Cacchione almost got a second chance at a career in the securities industry through a registered investment adviser.
Survey finds expectations of interest rate hike hits sentiment but strong dollar considered positive for the global economy and markets.
Consider key details about your age, spouse and work history.
The programs, including one launched last week by Fidelity, won't make everyday investors millionaires, but they help
Financial advisers can help clients make the most of their benefits by considering key details about their age, marital status and work history.
Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.
Girard Secuirities is being audited by the SEC, which is focusing on the firm's supervision of branch offices. CEO suggests move is part of larger investigation.
A college football star wants to be a financial planner.
Subcommittee set to vote on funding as adviser group hits Capitol Hill to lobby for more
70% of widows leave their advisers after their spouse dies, so here's advice to maintain these relationships
Template-based web design systems might make things easy, but most of them have major drawbacks.
Stress tests, rate outlook bode well but negative sentiment on the sector remains.
Regulatory changes to $2.7 trillion industry leading managers to create alternatives for clients.
With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.
Chairwoman says agency is considering augmenting adviser exams with third-party audits.
Tony Robbins wants to be a champion for RIAs, bringing the inspirational advice he's given to entrepreneurs and CEOs to advisers working to build their businesses. </br><b><i>(Also: <a href="http://www.investmentnews.com/gallery/20141116/FREE/111409999/PH/tony-robbins-7-steps-to-financial-freedom" target="_blank">Tony Robbins' 7 steps to financial freedom</a>)</b></i>
Cerulli study suggests quantitative manager selection and staying invested during downturns helps home offices outperform advisers.
