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.

Compensation differences between wirehouses and regional firms become pronounced at the $2 million production level, with regionals rising to the top of the pay scale and wirehouses grouping together at the bottom.

When it comes to compensation, firms really start to distinguish themselves at the $1 million production level. Janney has become one of the lower payers in recent years, while RBC and UBS have signaled a greater willingness to work with these advisors.

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.

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

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.

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