"Clients trust us to secure their financial future. We can't be rolling the dice," a financial planner told Business Insider.

These top robo-advisors charge low fees but still offer high-quality features, including automated portfolio rebalancing, exposure to a range of asset classes and financial planning tools.

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

An advisor with a $2 million account who is used to paying Schwab $5,000 a year for the referral will now pay $5,250. And if they have a $7.5 million account through the referral, they’ll pay ...

We are maintaining our fair value estimate for LPL Financial of $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 20 times and an enterprise value/EBITDA ...

The company’s diversification across wealth management, asset management, and insurance muddies the company’s financials, and investors might discount the company’s valuation because of this.

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

Should you merge finances after marriage? A financial advisor shares which accounts to combine, and which to keep separate.