"Clients trust us to secure their financial future. We can't be rolling the dice," a financial planner told Business Insider.

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

Find out more about financial planning services. Find the right financial advisor for your needs with this comprehensive guide. Learn about credentials, fees, and questions to ask to make an ...

The type of advisor that is better for you depends on what your financial needs are. For core investing and planning advice, ...

The good news for next-generation financial advisors is that valuations of registered investment advisor firms are at a ...

How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence as a female investor.

Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...

Planners who can read nonverbal emotional cues are better able to recognize when a client is anxious and respond with empathy ...

An advisor with a $2 million account who is used to paying Schwab $5,000 a year for the referral will now pay $5,250. And if they have a $7.5 million account through the referral, they’ll pay ...

Financial advisor Ronnie Sansom, CFP®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from ...

In the most recent quarter, Baron Opportunity Fund initiated a position in LPL Financial Holdings. Click here for mor on our ...

LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL’s employee advisor channel, Linsco by LPL Financial, to ...