Practice

Michael Bernier oversaw roughly $165 million in client assets at Canter Strategic Wealth Management, a firm with $300 million under management. Then he left to join LPL.

Here are the ways Americans fell behind on their estate planning in 2024 — and how financial advisors can help them catch up.

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.

Industry watchdogs stayed busy trying to root out elder fraud and off-channel communications while plaintiffs lawyers' questioned firms' sweeps policies and regulators' basic authority.

As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?

The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

FINRA charges restitution but forgoes punitive fines for the three firms after crediting them for cooperating in its investigation.