Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.

Financial therapy helps people analyze thoughts, feelings and limiting beliefs surrounding money. Therapists shared what they want advisors to know about approaching client relationships.

Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, private credit, equity and other alternatives are gaining ground.

High-earning millennials and Gen-Zers now have two clearcut ways to pay down student debt — but with clarity comes a smaller margin of error.

Saying nothing is a dealbreaker. An RIA founder shares proven marketing strategies to show sincere support for LGBTQ goals.

Nineteen states and three major cities now have them. Cheap and easy usually isn't best.

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.

As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 rollovers to exit on their own terms.

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.

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.