Independent broker-dealers have found happy acquiring grounds in the insurance industry in recent years, as sellers seek to avoid heavy regulation and thinner margins.

In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.

End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.

Though notorious for being complex, they can be incredibly helpful in the hands of tax professionals who know how to use them.

Charlie Scharf’s insensitive and factually incorrect remark perpetuates a damaging trope, financial advisor Lazetta Braxton writes.

The agency would have us take a step backward and limit the use of forward-looking datasets.

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.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.

Paul Vacquier is CEO of Beagle Services, a plumbing technology company that helps homeowners prevent costly water damage through technology deployment, smart valve installation and monitoring. He works closely with insurers, agents and homeowners to tackle one of the industry's biggest loss drivers: non-weather water damage.