The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.

The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.

Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.

In those early moments, with so much in doubt, my colleague made the call that mattered most: to put his client’s needs ahead of everything else.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.

Recognizing the strengths and weaknesses of your choices can help stave off losses as prices rise.

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.

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.

Roughly 100 employees — mostly in management — are expected to move to the wealth management unit's new headquarters in booming South Florida.

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers and those currently managing their own portfolios.