Practice

With the November election mere weeks away, there is still time for tax pros to ponder the strategies available to meet the proposals of each candidate.

Robinhood is also planning to offer a browser-based trading system similar to products from Interactive Brokers Group and Charles Schwab

FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.

Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders Michael Kitces and Alan Moore.

Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.

Financial advisors weigh in on how they assist clients with this issue, especially if they have large holdings in their employer's stock.

The largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 financial advisors and other employees.

Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.

Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.

Jane Fraser and other Citi execs point to the wealth unit's 9% bump in revenue and 24% increase in investment assets as signs that the firm's recent overhaul is working.