The privately held firm is looking to open four new private client hubs, advanced advisor training and support, and expand ...

Always ask what services they offer and how much of their time is spent on personal financial planning. There are other credible designations, but these two signal a high level of education, ethics, ...

Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.

Charles Schwab plans to launch a new service to help financial advisors who manage modest amounts of money to launch and grow their own independent firms. The Westlake, Texas-based company already ...

A financial advisor is a smart choice if you need help managing your money, says R.J. Weiss, a certified financial planner ...

The Nebraska firm said it hopes to capitalize on wealth trends among clients with $10 million or more in wealth.

A financial technology firm that began as a savings, investing and education app for parents and kids is expanding its programming for schools in a bid to turn Wall Street into "All Street." Financial ...