That’s something advisors should keep in mind if they’re thinking of switching affiliations. Even advisors just casually considering a move should be discrete. Impromptu conversations and idle ...

Identity theft is a growing concern, and as tax season approaches, there’s increased risk that people will be victims of tax return fraud—when scammers attempt to file under other people’s names and ...

Is The Dream Over? But is the dream of retiring to Florida truly over, or merely tarnished? After all, Florida has rebounded from devastating hurricanes time and again, and other advisors remain ...

Can smaller RIA custodians ever take meaningful market share from the big four of Charles Schwab, Fidelity, Pershing and LPL Financial? It seems unlikely at first glance: With more than $5 trillion in ...

Two separate dynamics are in play as the advisory business evolves. The first is the interaction between financial advisors and their changing client base. The second is the interplay between the ...

The latest donations reduce Buffett’s holdings in Berkshire Class A shares to 206,363, down almost 57% since the 2006 pledge, he said in the letter. He has a net worth of $150.2 billion, making him ...

What tax policies is Trump likely to support? The following is a reasoned, practical and appropriately sardonic meditation on that question.

Holiday sales are expected to rise at a slower pace this year, upping the ante for many retailers already battling softer growth. The National Retail Federation, an industry group, expects holiday ...

Advisor Frank Astorino has a passion for serving clients and delivering what he calls financial planning “without limits.” ...

With Donald Trump apparently preparing to follow through on his promises of mass deportations, tax cuts and tariffs, it is only a matter of time before his supporters are disappointed.

Inflation-Battered Consumers Are Going To Extreme Lengths To Nab Holiday Deals by Jade Khatib, Jaewon Kang. From buying less to gifting secondhand items, US families are adapting ...