Women often feel talked down to when it comes to financial matters. Advisors with experience serving women clients say the industry has a lot of work to do to change this.

The unit will now be renamed Threadline Wealth, backed by investment from the Cynosure Group, and have $5.8 billion in client assets under management

The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages must change with the times.

Women control trillions globally yet remain underserved by financial advisors. Avoid these common missteps to build trust that lasts.

Authenticity and judgment will emerge as differentiators for financial advisors as AI tools reduce the cost of early-stage analysis.

PE money eviscerates an RIA's client-first culture, leading to advisor burnout and turnover.

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 industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers.

Pivoting from "this company will always be mine" to "I need to find a partner who can help me maintain continuity" is a necessary mindset shift for advisors making continuity plans.

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

As independent brokerages compete for advisors, some offer larger payouts.

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