Every advisor knows that changes in interest rates affect the piles of bonds that support U.S. insurers' life insurance ...

Crossmark Global Investments CEO Bob Doll sees similarities between today's elevated U.S. equity market, which has been fueled by massive tech stocks tied to AI technology, and the 1999-2000 dot-com ...

We asked advisors to share what they've told, or would tell, clients who decide to become do-it-yourselfers when it comes to managing their portfolios. Here are emailed responses from five financial ...

Jeffrey Cutter and his firm failed to disclose significant upfront commissions and other conflicts of interest, a jury found.

One in 10 CFPs is based in California, according to the research. As of early 2026, the Golden State had the most CFPs with 10,868 certificants, with an estimated 3,628 consumers available to each one ...

The Financial Industry Regulatory Authority arbitrators, in a decision posted Tuesday, found Fidelity liable for nearly $1.29 million in damages and about $19,000 in fees, with one client family due ...

New legislation, the Permanent Tax Relief for Seniors Act, would make permanent the $6,000 deduction for seniors, which expires in 2028. The bill was introduced by Rep. Mariannette Miller-Meeks, ...

Fixed income personalization is here. Learn how to move beyond standard models and deliver customized, client-centric ...

Merrill has accused Dynasty, Schwab and former senior employees of raiding a $129 billion unit to start an RIA.

While the benefits of continuing to work often outweigh any resulting financial complications, prepare clients for these issues.

Mercer Global Advisors has appointed Abby Salameh and Chris Walters as managing partners and leaders of the New Jersey/Philadelphia and San Diego markets, respectively. They join the firm's existing ...

The Centers for Medicare & Medicaid Services have proposed allowing more nonstandardized plans in the ACA insurance marketplace.