Every independent RIA has unique access to one niche: the prospects in their own ZIP code. Smart advisors can turn that ...

Brady Lochte is the founder and financial advisor at Axon Capital Management, a fee-only fiduciary RIA based in Georgetown, ...

After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options ...

The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts ...

Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are ...

Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test ...

The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation ...

The Munster Freeman Group will add to Wells Fargo's offerings for wealthy and ultrawealthy clients with offices in the Los ...

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only ...

After delaying a rule requiring high-income 401(k) savers aged 50 or older to make catch-up contributions in Roth accounts, ...

A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.

Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is ...