The North Carolina-based regional has recruited Michael Lyons to serve as CEO, starting Sept. 1. Lyons will replace Bill Rogers, who plans to retire in April 2027.

Nearly one-quarter of long-term couples admit to hiding a money secret from their partner, according to a recent study. But when it comes to advisors helping these clients, it's not actually about the numbers, one behavioral expert said.

For some RIAs — particularly those that focus on financial planning — adopting a flat-fee structure can make more sense than a traditional AUM-based model.

A value resurgence will overtake growth-stock dominance — the catalysts are already in motion, says Bernard Horn of Polaris Capital Management.

If you have clients with college-age children earning money from their name, image and likeness, are they responsible enough to handle it and protect it?

With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.

The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.

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 positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

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.