Many wealthy retirees hesitate to spend their savings. Advisors share how budgeting and cash flow planning help clients enjoy their wealth.

Despite common assumptions, child-free clients have plenty of planning complexity. Advisors shared their approach to planning for this demographic, from encouraging "no-kid dividends" to building care teams early.

The second-largest asset custodian tilts its policies toward larger firms as commission-free trading continues to eat into its business safeguarding client assets.

The latest Fidelity Investments M&A report displayed a trend that dealmakers had already been noticing: RIA buyers are getting more selective. But experts say sellers can still stand out with the right attributes, and they must find the right fit in the process.

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.

Clients with concentrated stock holdings might be better off turning their portfolios into ETFs in a tax deferral transaction called a Section 351 conversion.

An upperhigh net worth investor offers three portfolio allocations as clients climb the asset-accumulation ladder.

Advisors who fail to build relationships with adult children before they inherit risk mass defections later.

Sitting on company stock just to avoid capital gains can expose concentrated positions to undue risk.

These10 advisors are redefining what it means to serve clients and communities.

The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may be hiding some firms' vulnerabilities.

Osaic expected advisor departures during its massive consolidation of nine separate broker-dealers within its corporate structure. But CEO Jamie Price says the effort positioned the firm well for a future liquidity event. Here's how the independent broker-dealer is rebuilding.