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

Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.

Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.

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.

Much like deciding the right client headcount, choosing whether to fire a customer or turn away new business represents an important step in a firm's development.

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

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.

Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.

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.