Could high-fashion collectibles be an asset class that lets advisors connect with millennial clients? Sneaker enthusiast Andrew Shilling thinks it’s possible.

After the Schwab-TD merger, rival firms are re-thinking the settlement process, testing new pricing models, and improving advisor efficiency and service. Is David sprinting past Goliath?

The change will affect continuing education immediately and certification examinations starting in March 2022.

For years, bankers have bemoaned the looming death of the traditional bank branch. Now it looks like it’s actually starting to happen. Finally.

Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another wealth management firm, an understanding of the true drivers of valuation is critical.

With the new school year underway, clients are focusing on the best ways to use their 529 plan dollars. Don't let them make these mistakes.

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.

As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning difficult, but not impossible.

Sean Graham is a registered CPA, real estate investor and founder of Maven Cost Segregation. With a background in public accounting, tax strategy, and private equity, he helps real estate investors unlock major tax savings through cost segregation studies. Through Maven Cost Segregation, he brings institutional-grade strategies to everyday investors — making it simple and affordable to accelerate depreciation and reduce taxable income.

Social Security claims are up, suggesting retirees are worried about the program. We asked advisors if the economy and solvency of the program have them changing their strategies.