The family office model has found new life in the independent space, where the ability to deliver customized solutions is drawing top advisors—and their high-net-worth clients—out of the wirehouses.

The majority of clients are OK with the idea of connecting with their financial advisor on social media.

Woodbridge's former owner and directors of investments were arrested, accused of orchestrating a far-reaching Ponzi scheme that defrauded thousands of investors, most of whom were elderly.

Advisors need a new skill set to keep the inheriting generation.

There are concrete steps you can take to prepare.

The concept of an IBD-RIA dichotomy is outdated, and the firms that embrace the gradual convergence of these two spaces will be best-positioned to grow and succeed.

A UBS executive said even a dogged Mets fan like himself can learn a lesson from one of baseball's most polarizing teams.