Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.

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.

Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.

Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.

The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.

Internal succession planning is messier but aligns with a true fiduciary firm's core values, argues Neela Hummel of Abacus Wealth.

Experts say that there are pitfalls, rules and procedures that departing financial advisors should know. Problem is, too many act first and consult lawyers later.

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.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

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

LeCount Davis, Stanley O'Neal, Maggie Lena Walker, June Middleton and Gerald B. Smith transformed wealth management, investment management and personal finance.

The annual ranking of the fee-only RIAs with the most assets under management — see the top firms.