CEO Rich Steinmeier has noted repeatedly on recent earnings calls that LPL internal recruiters have been devoting much of ...

Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS ...

A new survey found artificial intelligence was a top compliance-related priority for 85% of firms responding, while ...

Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.

Industry lawyers and recruiters share the key steps bank-based advisors can take to avoid litigation or lower legal exposure ...

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the ...

Many factors work against women when they're saving for retirement, such as lesser lifetime income and career breaks for ...

SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.

Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.

In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising ...

Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual ...

In vitro fertilization, sperm donation and other reproductive techniques can lead to legal and financial risk. Here's how to ...