Six advisors reflect on what they wish they'd known earlier — from speaking up sooner to thinking longer term to learning that the best question beats the best answer.

Advisors have a role to play in facilitating the great wealth transfer, and some wealth owners are uncertain about whether heirs are ready.

Even more than access to alternative assets and simplified platforms, advisors are looking to outside account providers to help them manage clients' taxes.

Which private investments will generate income and protect capital after liquidity dries up? Financial advisors can look to fund managers to provide important clues.

If an advisor's tax offerings aren't visible to AI tools like ChatGPT and Perplexity, they effectively don't exist for today's prospective clients.

RIA deals can falter at the finish line if the acquiring advisor fails to think about financing at the start.

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.

Raising firm fees — whether under a flat-fee or AUM model — is essential to maintaining a profitable RIA. Wealth advisors shared how they were able to increase prices and revenue with little client turnover.

Even though some firms have been able to command top dollar selling themselves to large aggregators, plenty of variables are still helping to hold purchase prices in check.

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.

As independent brokerages compete for advisors, some offer larger payouts.