Practice

Survey results from the payment processing firm AdvicePay suggest fee-for-service models for financial planning continues to grow.

Just like the evolution of subscription-based models for Netflix and Disney, advisors are finding the cost to use cloud-based services has increased, driven in part by rapid developments in AI by tech giants like Nvidia and Google.

Kinecta Wealth Management, the wealth arm of Kinecta Federal Credit Union, will switch firms by the end of the year.

FP's annual ranking displays the impact of big one-time awards for four executives and a look at which chiefs netted the biggest increases and decreases in 2023.

After getting caught in the culture wars and suffering massive outflows, ESG funds looked down for the count. Here's what experts say is next.

It may seem like ESG's moment has passed. But as millennial and Gen Z investors gain more wealth, do-good investing is likely to become more important than ever.

The platform provider offered up rare transparent data about financial advisor payouts and the cost of its technology amid an accelerating race for top talent.

The founder will hand the reins to former LPL executive Burt White as part of an immediate transition to chairman.

The Internal Revenue Service urged tax professionals to steer clear of so-called "spearphishing" scams from cybercriminals, including identity thieves posing as new clients.

With the proper preparation and support, student-athletes can turn NIL opportunities into stepping stones for lasting success and financial well-being.