Chris Hall, Senior Financial Advisor with Raymond James and Founding Partner and CEO of Hall Financial Advisors, 1101 Rosemar Road, Parkersburg, was among the Raymond James-affiliated advisors named ...

Chris Hall, Senior Financial Advisor with Raymond James and Founding Partner and CEO of Hall Financial Advisors, 1101 Rosemar Road, Parkersburg, was among the Raymond James-affiliated advisors named ...

Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say.

Many wealth management firms espouse independence as a core value yet treat the advisors who affiliate with them as anything ...

When you look back at your life in your older years, you might wish you had a time machine that could take you back to your 30s. And not just to enjoy life more -- but to get your finances in ...

Wealth management and asset management tend to be relatively more stable than investment banking and have high returns on capital. Merging Citigroup’s Smith Barney business into its own wealth ...

The firms' latest additions in Florida and Nevada come as a strategic change at UBS raises risk of advisor defections.

“Gen X is the last truly, in-person social generation,” Amie Laura, the RCA's head of administration and Robert Laura's wife, said in an email. “They want to gather and connect together, which means ...

“My best advice in a scary market: Get a careful review of your holdings by a well-qualified fee-only financial adviser.

Don't be afraid to ask your adviser if they're keeping up with industry developments and their own training. How else can you ...

Thirty-seven percent of younger investors are looking for relationships with financial advisors, according to J.D. Power.

Toward the end of last year, UBS said it was redrawing its pay plan for advisors and in 2025 would cut a bonus for teams that ...