Middle-class Americans say paying off debt is their top financial priority. Financial advisors say a fixation on paying down debt can hurt in the long run.

Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.

A Financial Planning survey of 250 advisors reveals the top AI features they're still waiting for — from workflow automation to compliance support.

A recent Supreme Court case held that the Code Sec. 965 mandatory repatriation tax was constitutional, but the majority opinion avoided the principal issue presented to the court.

Meager security budgets, flammable family dynamics and set-in-their-ways employees can put assets, and sometimes the safety of family members themselves, at risk.

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families.

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.

Analysts warn AI agents could automatically move clients' uninvested cash into money markets and other high-yielding investments, depriving brokerages of one of their most lucrative revenue sources.