While economic conditions vary, it takes $731,492 on average to be part of this elite group, SmartAsset reports.

While many fund owners are making smaller repeat gifts and big responsive donations, most charities prefer the former.

Exchange-traded funds that invest in dividend-paying stocks are attractive, Dziubinski said, because they maintain a ...

The per-adult averages ranged from $459, in Oregon, up to more than $2,000, with a median of $734. For a look at the 12 states with the highest per-adult life insurance premium spending, see the ...

Business owners, Simpson noted, have many ways to prepare for possible disruptions, whether due to natural disasters or other ...

See the gallery for the five hottest compliance topics of 2025, according to the survey.

A new advisor survey suggests that such services support higher referral rates and client satisfaction, among other benefits.

Older Americans today can look forward to living two or three decades in retirement, yet in all but nine states, there’s a ...

A recent flood of headlines and commentary about the “ Big Beautiful Bill ” likely has advisors sifting through the details ...

Firms reported that attracting and retaining talent remains a chief priority to position them for success and ensure their long-term sustainability. Seventy-eight percent of RIAs said they had hired ...

Financial services and consumer defensive stocks are pricey, but there are still deals to be found, analysts say.

The firm is moving into AI and private credit while striving to maintain its low-cost ethos, Salim Ramji says.