Expecting everything to work seamlessly from day one can lead to a rude shock.

FP’s annual list recognizes the accomplishments of an elite cohort of young wirehouse and regional advisors.

Here’s what one advisory firm found were the most common financial planning questions among a historically underserved group.

For clients who are public sector employees, a government pension could mean a reduction in spousal Social Security benefits.

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

Higher regulatory and compliance costs may push more small banks to sell themselves or merge with larger institutions. But so far, community bank consolidation rates are following historical patterns.

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 sale of federal land would provide billions of dollars to help pay for the massive package of tax cuts in the Senate's version of the bill.

With the industry awaiting the regulator's looming actions, the index fund giant is seeking to apply its dual share class structure to actively managed strategies.