In this month's Financial Advisor Confidence Outlook, advisors' feelings about the overall economy and practice performance were up. That optimism could be fleeting.

In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.

Former Morgan Stanley broker Kathy Frazier sued the firm in 2015 and was later joined by six other Black plaintiffs who also alleged they had been systematically excluded from the best advisory teams and client leads.

The Securities and Exchange Commission, having already approved spot bitcoin ETFs, ought to follow through and grant the same approval to spot ethereum funds. Doing so would create a new surge of investment, with positive economic impacts.

Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.

A dial of destiny, not a temple of doom, awaits financial planners who face AI-enabled wealthtech head-on.

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 bank exited the $1.95-trillion asset cap last year, but it had remained subject to the rest of the eight-year-old order.

Financial advisors who are curious about vibe coding have many free or relatively cheap options to help them get started.

AI is allowing advisors to build custom tools and processes without deep knowledge of coding. Still, some guardrails will be necessary to keep compliant.