Long-term care is becoming increasingly unaffordable for middle-income older Americans, with rising costs and limited ...

Creative Planning has agreed to acquire Seattle-based registered investment advisor Duncan & Haley, bringing roughly $660 ...

Officials from the SEC and the CFTC have framed the pact as a significant step towards ending long-standing tensions over ...

Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, ...

FINRA has adopted a limited, temporary exception to its equity trade reporting rules for qualifying overnight transactions ...

However, once again the threat of disruption from low-cost advice never really panned out, as is exemplified by the recent ...

Meanwhile, overall plan costs have continued to trend lower over the past decade. Total expenses measured on a plan-weighted basis fell from 1.02% in 2009 to 0.74% in 2023. Participant-weighted ...

LPL has also welcomed a veteran advisor pair managing $600M from D.A. Davidson as Raymond James' employee advisor division makes new hires in Texas and Massachusetts.

Fintech providers are continuing to outpace traditional financial institutions in attracting and converting new banking and investment customers, highlighting a widening competitive divide driven by ...

Alongside that, CNBC and other outlets reported that JPMorgan has reduced the valuations it assigns to loans held as collateral in financing facilities to private credit firms, pa ...

After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.

Nebraska-based Furstenau Financial is the latest fully owned location to join the $57 billion-plus RIA's network, which includes more than 50 Carson Wealth locations.