Matthew Pallai said he has no doubt wealth managers explained the risks of private credit when recommending it to clients, but the recent rush to withdraw money from credit funds suggests "they probably should have said it more often and said it louder."

Court decisions vacated the Biden administration's DOL rule — but that didn't make rollover rules easy, experts say. Firms that get compliance right will have an edge in tapping a trillion-dollar-plus market.

A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.

The Trump administration's push for alternative investments in 401(k)s steamrolls ERISA law, argues Knut Rostad.

Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and relationally.

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

From the Bible to best-selling books, the NBA player turned business owner credited his success in part to his voracious reading habit.

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

Traditionally, regional firms were places where advisors with mid-level revenue production could find comfortable homes. Janney and RBC show how that's changing.

Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.

The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.