In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.

Nearly 110 other advisors have left the boutique Commonwealth since April for firms including Raymond James, Purshe Kaplan Sterling, Cambridge Investment Research and Kestra.

The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.

Research on aging, retirement and Social Security is vanishing as more Social Security Administration-funded research centers shut down following recent funding cuts.

What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.

CEO Rich Steinmeier reiterated LPL's goal to retain 90% of Commonwealth's assets and headcount while listing reasons why advisors might think twice about leaving to start their own RIAs.

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their clients' heirs.

Pig butchering scams use texts and fake crypto investments to steal billions. Financial advisors can help clients spot and stop these scams.

UBS' Americas advisor headcount and new asset inflows declined in the second quarter as changes to the firm's compensation policies continued to drive a recruiting bonanza for its competitors.

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.

Artificial intelligence-powered notetakers have exploded in use among financial advisors looking to maintain a technology edge.