A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.

Jess Polito of Turkey Hill Management says she believes her firm is the only M&A advisory firm that exclusively uses retainer fees, rather than commissions.

A consulting and M&A advisory firm presented six prospective sellers to 17 buyers, with striking results for any advisory teams tapping into a frothy M&A market.

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.

Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.

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 owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.

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.

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