In years past, advisors who offered expanded services were primarily found in family offices, where ultrahigh net worth clients had access to a robust suite of often personalized concierge options.

A firm known for going its own way in a top-heavy industry has unveiled a plan to land an outside investment within 10 years — and share 40% of the deal proceeds with its financial advisors.

Discover the key steps in financial planning, including budgeting, investing, and retirement planning. Build a road map for ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. When it comes to managing money, most people have the best ...