The Chicago-based RIA giant is taking majority ownership in NEPC, a firm offering institutional research and new investing opportunities.

The industry watchdog continues its recently adopted practice of giving firms monthslong advance warning of its examination priorities before the start of the new year.

A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.

The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.

AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of ...

The appointment comes less than a month after the former company head, Dan Arnold, was fired for failing to maintain a ...

A lawyer for an 80-year-old claimant whose retirement accounts were drained says he's trying to force firms to do more to ...

The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling ...

After withstanding harsh blowback from advisors, the CFP Board has revamped its "Quite Possibly the Perfect Job" digital ...

FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget.

While these generated a flood of initial interest, broad adoption of these digital assets in portfolios will take some time.

The largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 ...