Ramsey blasted retirement researchers as goobers living in their moms' basements, but his spending advice is dangerous.

The advice industry will become the world’s “most beloved” if advisors can do that, the popular speaker and ex-Merrill broker tells ThinkAdvisor.

Lynch's advisor at UBS said, “He understands the transition [to retirement] better than anyone in the NFL, since he’s done it twice.”

“It was a financially irresponsible view of womanhood,” the founder of The Financial Diet tells ThinkAdvisor.

In a wide-ranging interview, the legendary investor talks to ThinkAdvisor about advisors' biggest “dilemmas.”

“Advisors aren’t equipped to deal with a once-in-a-lifetime crash like this,” Dent warns ThinkAdvisor.

Here are this year's top vote getters in the field of investing and portfolio management.

“When this thing goes, it’s going to go big,” the Contrarian's Contrarian tells ThinkAdvisor.

The executive, set to retire next month, highlights lessons learned over the past 14 years at LPL and his 32 years in the business.

Providing both advice and portfolio management is a conflict of interest, the consultant tells ThinkAdvisor.

M&T Securities includes some 170 financial advisors and will be LPL's biggest institutional client to date.

CEO Tyrone Ross says his company is partnering with firms including WisdomTree.

“There’s value to working with stigmatized groups and in markets that aren’t overly saturated,” CFP Lindsey Swanson says.

Three advisors told ThinkAdvisor why they chose to become an RIA or IAR.

Fava, head of RIA innovation efforts for the past four years, leaves ahead of Schwab's purchase of TD Ameritrade.

As part of the deal, the popular head of Lake Avenue will lead the larger RIA's acquisition team.

The CEO of Creative Planning tells ThinkAdvisor what sets the current turmoil apart from past bear markets.

The fund would have a 1.5% expense ratio. Fidelity Digital Asset Services would be its custodian.

Author and popular speaker Rita McGrath tells ThinkAdvisor how to spot the subtle trends that will reshape investments and industries in the future.

Dozens responded to the simple question, many with thoughtful answers. Whether they would work politically remains to be seen.

The firm says the filing addresses the agency's key concerns about custody and Bitcoin prices.

The Creative Planning CEO talked to SkyBridge Capital's Anthony Scaramucci about the outlook for indie advisors and reacting to the pandemic.

The move comes close to three weeks after the firm wrapped up its purchase of TD Ameritrade.

Bitwise Asset Management, which has filed for a Bitcoin ETF, analyzed data from 81 crypto exchanges.

In a wide-ranging interview, the legendary investor talks to ThinkAdvisor about advisors' biggest “dilemmas.”

Bone Fide Wealth's president tells ThinkAdvisor how he made 2020 his best year ever.

The RIA is working with the AAAA Foundation to support financial planning programs at historically black colleges and universities.

Rep. Don Beyer, vice chair of the Joint Economic Committee, tells Human Capital that businesses can't risk a false start.

The economist says one should not assume that the current enthusiasm will last the year.

The former head of innovation at TD Ameritrade Institutional is set to lead strategic development for the giant tech firm.

An increase in the capital gains tax could dramatically change investment decisions advisors make, Peter Mallouk tells ThinkAdvisor.

Diversity advocate Lazetta Rainey Braxton tells ThinkAdvisor why she left her job advising HNWs to start an RIA.

The firm's aggressive marketing efforts go way beyond harassment, one prospect told the FTC.

It might sound strange to encourage higher spending by retirees, but for some clients, fear drives chronic underconsumption.

Here are this year's top vote getters in the independent broker-dealer field.

The Blue Ocean Global Wealth founder tells ThinkAdvisor that the industry should encourage teamwork over cutthroat competition.

It's important to make tax-efficient decisions when selling assets to fund spending, she tells ThinkAdvisor.

CEO Adam Antoniades highlighted three ways the firm helped advisors overcome economic and other challenges.

The Dimensional Fund Advisors offerings will be the first mutual funds on the Betterment platform.

This pioneering recognition program shines a spotlight how advisors and firms are moving the industry forward in the areas that matter most to advisors​.

At LINC conference, the custodian enhances advisor, end-client platforms while funding new third-party tech.

Sequence of returns is too often ignored by advisors and investors, according to Morgan Stanley.

The former head of innovation at TD Ameritrade Institutional is set to lead strategic development for the giant tech firm.

Initial investors include Ritholtz Wealth Management. But challenges remain, including reluctance among advisors’ insurance carriers, Onramp’s CEO says.

Sharpe, 84, is still finding simple truths that can rock even a veteran’s understanding of retirement planning.

Carson advisors can now create ready-to-execute estate planning documents in every state.

If you're not adding value, you stand to lose clients, Managing Director Michael David says.

CEO and President Amy Webber tells ThinkAdvisor how the firm is working to support advisors and what she thinks about Reg BI.

A debate between the two investors at the Morningstar conference pitted the future against the past.

The upgrades could save advisors an hour a day, CEO Dan Arnold said.