Experts say that letting agentic AI complete rote tasks will leave advisors more time to connect with the clients they serve.

Advisor pay policies are often notoriously complicated affairs. LPL is seeking to simplify it all with a new AI offering that ...

As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options.

Over the past three years, the top 20 energy ETFs have all delivered gains, but over the past year, amid heightened ...

Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 ...

Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to ...

The win for Morgan Stanley comes after a recent string of victories against brokers who left for rival firms. But as the ...

Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how ...

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees ...

Edward Jones reported a sharp decline in net new client growth for the second quarter, even as it brings on more advisors to ...

It may sound like science fiction, but experts say estate planners should help clients decide now how their likeness should, ...

Complex manager John Moran says RBC Wealth Management's New York market has recruited advisors with nearly $10 billion in ...