As large wealth managers struggle to retain advisors seeking greater independence, Wells Fargo has taken a distinct approach with its FiNet channel. But is the loss of profit margin worth the retention gains?

In a Q&A, planner Louis Barajas explains how he wrote an interactive guide to building generational wealth and how financial advisors can learn from its universal principles.

Clients aren't just curious about estate planning, they're insisting that their advisors provide it.

If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.

Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.

As the RIA industry's own declaration of independence turns 86, its underpinnings have never been at greater risk, writes fiduciary maven Knut Rostad.

Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.

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.

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.

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.