Practice

Experts say that letting agentic AI complete rote tasks will leave advisors more time to connect with the clients they serve.

Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.

Advisor pay policies are often notoriously complicated affairs. LPL is seeking to simplify it all with a new AI offering that promises to bring "clarity and intelligence to every payout."

The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning.

A new study predicts the One Big Beautiful Bill Act will reduce federal taxes on average for individual taxpayers in every state, but the impact will differ.

Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 billion has further consolidated the ranks.

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.

Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to develop new tools.

The win for Morgan Stanley comes after a recent string of victories against brokers who left for rival firms. But as the outcome in the JPMorgan case shows, firms don't always prevail.