Independent advisors are adopting artificial intelligence, expanding capabilities and investing in people to strengthen the RIA model.

The Securities and Exchange Commission has accused a Florida radio host of fraud in connection with selling $52 million in risky, unregistered oil and gas securities to about 50 retail investors — ...

Beginning in 2026, highly paid employees can only make catch-up contributions to a Roth 401(k), says Ed Slott.

The recently released 2025 Inc. 5000 list represents the fastest-growing private companies in America. Together, they ...

An annuity "never makes sense for tax purposes," Orman told listeners. I think they deserve a better response.

On Wednesday, Oracle founder Larry Ellison briefly overtook Elon Musk as the world's richest person. While Ellison has ...

LPL Financial is exploring a minority investment strategy in which it would buy stakes in affiliated hybrid registered investment advisors with an option to buy out the remaining stake at a ...

Client couples in which one spouse doesn't work should take a closer look these accounts and their contribution limits.

On this episode of the Ask the Retirement Expert podcast, Walters speaks with ThinkAdvisor Senior Reporter John Manganaro about the importance of ongoing advisor education and an unwavering commitment ...

In its latest annual projection report, the research and news organization uses data from the consumer price index to project ...

At first, they laughed off the condoms left on their desks, author Paulina Bren details. Later generations lawyered up.

What it means: Robin Raju, the chief financial officer of Equitable, the company that created the modern RILA market, said in ...