Practice

The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.

The bank, which has about 1,000 financial advisors and relationship managers in the U.S, will drop the agreement on January 8.

Planners have picked up some bad habits over the years. Here’s what do to about it.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

Deals have heated up. Can the rapid pace continue?

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

How advisors deal with grievances and arbitration can make or break a career.

Clients may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.

Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.

Clients won't accept complacency when a vendor is hacked. Acting quickly is key.