A focus on alternative investments, low confidence in traditional stocks and bonds, and values-driven investing are at the forefront of millennials' wealth habits.

As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.

Women pursuing career milestones like opening their own RIAs could fall into traps based on those comparisons — or use them as inspiration and research.

Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and relationally.

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.

Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.

Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.

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 positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

Darren Wang is the founder of OwlTing.

JPMorgan has a habit of taking its former private client advisors to court and accusing them of trying to steal clients they met through bank referrals. An industry recruiter says such suits aren't necessarily a sign of recruiting deals gone bad.

As the SEC pushes to widen access to private equity, private credit and other alternative investments, Morgan Stanley and Envestnet are among firms that already have funds no longer aimed exclusively at "accredited investors."