Independent advisors

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.

Converting prospects and leads to actual clients is key to boosting organic growth but can be daunting. Here's three ways to do it better in 2024.

For clients who care about social impact in their portfolios or financial plans, this relatively young designation can help an advisor deliver more value.

Industry watchdogs weren't concerned only about hot topics like artificial intelligence and cybersecurity but also remote work policies and the ability of brokers to clear their names.

As Angie Herbers looks back on two decades at the consulting firm she founded, she shares how she grew it from nothing and what peers in the industry can learn.

From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.

Electronic messaging, Reg BI, crypto and fraud all appeared at the top of regulators' agenda this past year.

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

The deal, which gives Captrust its first office in the Pacific Northwest, reflects the growing power of firms like it on a national level. Here's how it happened.