Deal affects almost 3,000 advisors working with $83.8 billion in client assets.
The switch can bring big state estate tax benefits, too.
Throwing out life rafts: Advisors explain how they're addressing the knowledge gap and helping people face up to their own mortality.
Authoritative and personable, with an underdog spirit, InvestmentNews Innovator Dan Otter is on a mission to root out bad retirement plans and investments for teachers.
Most HNW individuals are compliant because they have quality advisors who know the law and how to follow it correctly, says one advisor.
Women should ensure spouse's wealth is aligned to long-term goals of both, says Schwab Wealth Advisory director.
Clients with $25 million-plus require the most hand-holding from financial advisors.
Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.
Chuck Smith and his team at Qualified Plan Advisors will be running 401K, or 250 miles, in honor of National 401(k) Day Friday.
Creative control, income and capital gains are among the considerations for songwriters and recording artists.
'Crypto is on a journey from a niche asset class to a mainstream asset class,' says an advisor.
The company filled its retirement plan menu entirely with its own funds, some of which underperformed and had high fees, a plaintiff alleges.
The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors
World Insurance Associates' retirement specialists unit is growing its national footprint and wealth management focus.
'We need to address the looming debt and quit kicking the can down the road,' one advisor says.
Cerulli Associates research reveals how reliance on advisors rises as retirement approaches.
Plans now have until 2026 to add Roth accounts that will allow high earners to make catch-up contributions.
Advisors say they're constantly forced to educate clients about the dangers of outlasting their money, no matter their age.
Although 76% of sponsors were extremely satisfied with their current plan advisor, 22% reported they were actively looking to switch.
And millions of Americans are set to delay retirement, according to a new survey.
