The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.

Advisor consultants say it's time to do a tech gut check as new technology is bloating firms into paying for costly and often unnecessary tech stacks.

Advyzon has grown for more than a decade using the strategy that all technology should be built in-house, even if it takes longer.

This three-tiered model may help.

Many wealth management trends never caught on. This one is no passing fad, however.

We can all play a part in preparing for this and future outbreaks.

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.

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.

Mindy Neira found that embracing her passions helped build a niche that fulfills her.

Reza Amin, PhD, is a visionary leader in health technology and the founder of Bastion Health, a groundbreaking digital platform redefining male healthcare through innovative technology. With a career spanning Health Tech and Med Tech, he seamlessly integrates advanced solutions with essential healthcare services, showcasing his deep expertise and entrepreneurial spirit. Amin's work continues to bridge gaps in care, transforming lives and advancing healthcare innovation.