Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the ...

The Trump administration is changing many prior policies, but supporters of this proposal are calling for further action to ...

Joe McQuaid is chief operating officer at Concurrent.

RIA leaders who have done things the same way for their whole careers often don't want to change — especially if they are ...

While vintage Fenders, Gibsons and Martins can be worth thousands or even millions, advisors caution that collecting guitars ...

Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the ...

The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.

With more than $8 billion in assets under advisement, Simon Quick can comfortably serve high net worth clients. And it's ...

UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial ...

Toby joined Financial Planning in 2017 after prior tenures with the New York Daily News, Commercial Observer and City Limits. He earned an undergraduate degree in the humanities from the ...

A McKinsey study highlights the growing financial power of investors who are women and underscores that financial advisors ...

Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say ...