Raj Bhatia, private wealth advisor with Merrill Private Wealth Management, describes how bringing a family member on board ...

The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.

Raj Bhatia, private wealth advisor with Merrill Private Wealth Management, recommends that advisors set aside at least three to five years to ensure a successful succession plan.

The bond market is currently grappling with significant turbulence, driven by a confluence of fiscal, monetary, and ...