The end of the year provides a rare opportunity for financial advisors to connect with clients and prospects without a pressing reason. Experts say there are tried-and-true methods for making it count.

Separate from any transactions involved with succession, financial advisors who want to retire face challenges that make exiting the business difficult.

Retirement savers say they want investment choice, but confidence in navigating those decisions remains low, according to new T. Rowe Price research.

Unlike SRIs and impact investing, the only goal of ESG investments is to generate returns for investors.

Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices.

After partnering with a private equity firm, a new CEO paired emotional intelligence and equity incentives to retain talent and grow the bottom line.

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.

Libretto, Syntax Data, Advyzon, Kwanti and the Oasis Group were among the major players at the annual conference that announced new and upcoming AI advancements.

While Republican-led states are mostly adopting the various tax changes from the One Big Beautiful Bill Act, some states led by Democrats are refusing to go along.

Dynasty accuses Merrill of acting in distorting the court record in its attempt to force a dispute over a giant breakaway team before FINRA arbitrators.