Boston Consulting Group offered financial advisors some business levers to consider in response to the worldwide impact of slumping stocks and bonds last year.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.

As deal volumes pick back up from the lower numbers late last year, a lawyer advising sellers says that negotiations are getting longer and more complex.

A new rule addresses double jeopardy, but doesn’t apply in older cases.

Advisor Bryan Kuderna learned valuable lessons about finding clients from the popular film and his local chamber of commerce.

As a channel, we must get better at attracting and retaining HNW assets.

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.

The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker Tilly.

With a background as an elite gymnast and a passion for understanding the remarkable capabilities of the female body, I bring a holistic approach to workplace wellbeing at Lifesum. A dedicated runner and mother, I thrive on creating environments that empower health and productivity—and when I'm not shaping wellness strategies, you'll likely find me perfecting a recipe or embracing life outdoors.

The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.