For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.

Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.

Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.

Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.

A UC-Berkeley study found that AI tools may get work done faster, but advisors and other workers are often using it to add to their workloads.

After an optimistic start to the year, financial advisors' confidence in the economy and other key indicators fell sharply in March as the United States escalated its bombing campaign in Iran.

In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.

The 6-3 Supreme Court ruling against one of President Donald Trump's signature economic policies was consequential, but experts say volatility is unlikely to be over.

Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.

Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.

Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.

Advisors know that a transition plan is important, but many fall into the trap of procrastination.

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say human oversight is still essential.

Getting away from the office to create or revise a firm's concrete goals and teammates' roles can help RIAs tap into organic growth, experts say.

Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.

The recent fall in the price of bitcoin and other cryptocurrencies is likely to blame, experts say, but don't expect that decrease to continue forever.

Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.

Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.

Political instability and other pressures are feeding some clients' portfolio fears, advisors say in this month's Financial Advisor Confidence Outlook.