With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?

Election year, pending tax legislation and a convergence of the wealth management and tax industries are shaping advisors' approaches to filing season.

Single women are poised to gain trillions of dollars in wealth by the end of the decade. Here's what financial advisors need to know about working with them.

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

While it may be unnerving, a notice of an examination doesn’t necessarily mean defeat.

The firm charges a very low fee but then steers customers to — can you guess? — its own funds.

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.

AI is redefining what's possible in financial planning and wealth management, empowering advisors to deliver advanced planning services—like tax,

A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.

If someone asks ChatGPT or other AI tools for the best advisor in your city, would it mention you?