Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.

Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.

The higher standard deduction since 2017 has dramatically reduced itemization. But the new law provides incentive for teachers to consider whether that's feasible.

Best practices for each option can make the difference between success and stagnation in a growing advisory firm.

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

The complementary offerings of family office and wealth management firms have the potential to capture UHNW wallet share and drive up revenues in tandem.

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.

In a sternly written footnote, federal Judge Steven Merryday said the SEC's refusal to release information on its penalty calculations appears to "countenance duplicity, gamesmanship, neglect, insouciance" or worse.

Panelists said advisory firms should take urgent steps to get ahead of regulatory examinations focusing on AI use.

There's "no free lunch investing in private assets," the research firm said in its latest study of semiliquid assets — released a week before Blue Owl permanently shut the gate of a closely watched private credit fund.