Many agents and advisors cultivate niche markets. They have a connection differentiating them from their competitors. Because ...

Here are the top five answers, along with what advisors can do to prevent these situations, according to the survey findings.

America’s long-term care services cost more in 2024 across the board thanks to rising occupancy rates and labor costs, according to recent research by Genworth and its CareScout unit.

In 2024, 9,615 experienced financial advisors changed firms, according to a new report from Diamond Consultants. In context, ...

Wealth management merger-and-acquisition volume hit a record high of 366 transactions in 2024, with average assets per transaction of $1.4 billion, according to research from Echelon Partners.

In their 13-year run publishing the annual J.P. Morgan Guide to Retirement, retirement strategists Michael Conrath and Sharon ...

The American Securities Association has filed a petition challenging the constitutionality of the Municipal Securities ...

Jeffrey Gundlach, DoubleLine Capital CEO and chief investment officer, likes the idea that DOGE, the Trump administration’s ...

Some of the biggest issuers are mutual insurers, meaning that they're controlled by some or all of the policyholders based on ...

The number of transactions involving more than $100 billion in assets hit an all-time high, Echelon Partners reported.