A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.
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Net income in the firm's U.S. wealth business revives following losses related to its City National subsidiary a year ago.
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Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.
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A former wealth manager contends she was unfairly denied disability payments after fibromyalgia and other health complaints forced her to stop working in 2022.
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In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
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Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
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As younger wives increasingly cede money matters to their spouses, advisors should urge them to know where and how they're invested, says trusts and estates attorney Sharon Bilar.
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It’s time to revisit your firm’s protocols to ensure they make sense given widespread tech adoption during the pandemic, writes Wes Stillman.
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If employees are a company’s greatest assets, then children are a person’s greatest treasure.
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An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.
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An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.
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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.
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From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.
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Dr. Marla McLaughlin serves as chief medical officer at Apree Health, the parent company of Castlight Health and Vera Whole Health. With decades of experience as a primary care physician, she partners with employers to design high-value benefits strategies that combine advanced primary care and digital navigation, driving measurable ROI while improving employee health outcomes.
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Mary Kate Gulick's case was dismissed with prejudice, a year after the case's allegations against a major RIA drew significant attention across the industry.
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