The social network is a great platform to reach retirement-ready, aged 50-plus prospects in your market.

The quality of the advisor is what seals the deal; the firm plays a minor role in the selection process.

With firms leaving the Protocol for Broker Recruiting, it’s only going to get harder for breakaways.

RIAs charged by SEC over excessive fees, financial illteracy persists and an Oregon advisor is accused of a Ponzi scheme.

Even your savviest car-buying clients should avoid these missteps at the dealership.

Financial bloggers debate missing ETFs, portfolios with an active tilt outperformed in 2017 and advisors may no longer be able to deduct client lunches.

New research details how affluent prospects move through the pipeline.

The trick with good puzzles is not to overthink them. Here are 10 quick puzzles to give your brain a bit of a workout. Give yourself a minute for each item. If you’re stuck, ask a kid. Good luck.

The W Source, which was founded about a year ago by financial planner Hannah Buschbom, helps female advisors establish networking groups of 20 to 25 professionals in their community.

Sudden loss of wealth increases chances of death, advisors who use social media are gaining clients from it and DriveWealth raises $21 million.