The latest study by The Kitces Report of advisors' well-being found five key drivers of their happiness with work — and many firms are falling short.

From reducing cognitive load to rethinking meeting formats, small changes can lead to big improvements for some clients.

New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.

RIA leaders are debating "digital employees" but expect service models to expand to meet growing HNW needs, says industry observer Ric Edelman.

Wealthy clients and the firms that serve them should cultivate a "zero-trust" mindset to repel hackers and their increasingly sophisticated digital scams.

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.

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.

Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.

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

The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.

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