Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, ...

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.

Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief ...

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other ...

President Donald Trump is reportedly considering moving cannabis from a Schedule I to Schedule III substance. Experts say ...

Michael Nathanson oversaw Focus Financial Partners as it reorganized into five internal hubs. Industry experts say the long ...

Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.

Brett Griffin was given two months' notice that he would lose his job when Charles Schwab closed the office where he was ...

Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville ...

In a move some industry observers call "dangerous and irresponsible," the administration is taking down consumer protection ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.