Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.

Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville connections.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset.

If there's one thing we should have learned by now, it's that the constant state of change in our industry is driven by advances in technology.

The SEC should amend the regulation in order to help workers who can't afford to wait for an IPO to access the value of their equity.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

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.

Olivier Lafontaine is the chief product officer at Equisoft.

Federal Judge David Nye sides with a broker fired over five years ago for placing trades without first obtaining his client's permission.

Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken with financial advisors, creating a planning gap.