Dr. Carolyn McClanahan’s advisory practice is relatively small, but she focuses on serving a big need that clients have...
Michelle Lynch outlines her goals for her first year leading the group.
The president of Raymond James' independent broker-dealer unit says many older advisors do not intend to walk away from the business any time soon, despite predictions to the contrary.
Raymond James Financial CEO Paul Reilly says his firm is working hard to attract more women advisors, including to its executive ranks.
Alicia H. Munnell, one of the most well-known retirement experts in the United States, will speak at the upcoming Invest In Women and Inside Retirement conferences.
A U.S. District Court ruling ends an SEC case against former NAPFA chair Mark Spangler, now serving a 16-year prison term for swindling clients out of their life savings.
BlackRock Advisors agreed to a $12 million penalty to settle SEC charges that it failed to disclose a conflict of interest created by the outside business activity of a top-performing portfolio...
You can help clients figure out whether retiring to a new place makes sense by reviewing much more than the financial implications of the move, said advisor Linda Lubitz Boone.
Financial advisors can help clients save money and preserve retirement assets by doing annual health-care cost planning with them, said an expert at the Financial Advisor Retirement Symposium.
Many Americans don't have enough money for the kind of retirement they would like, but advisors can use new strategies to help improve clients' later years, panelists said at FA's retirement...