The model that RIAs use to pay their less-tenured professionals is morphing and looming larger in their future plans and present-day valuations, experts say.

Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.

Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.

Not only is it a new asset class, but it’s built upon modern technology that differs from its traditional counterparts.

Imperatives include modernizing tech to gain and retain clients and provide them with “personalized journeys,” according to a new survey.

Whether it’s picking a securities attorney or finding a partner that can provide the service and support you need to transition, due diligence is key.

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.

Theo Ellis is CEO and co-founder of mortgage technology company Friday Harbor.

While AI has increased gross productivity, net gains have been eroded by the time and effort needed to review and correct AI outputs.

Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA accounts.