Practice

Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.

At least one industry consultant thinks the large fintech provider has lost its "innovative spirit" since Bill Crager took over from his fellow founder in 2019.

Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.

Financial advisors, tax professionals and their customers can recoup 30% of the cost through credits for qualified upgrades to their residences.

In 2023, Financial Planning's op-ed section featured nearly 100 original columns penned by experts across wealth management, from tax pros to tech founders and seemingly everything in between.

Donald Trump plans to make permanent the 2017 individual tax cuts that he enacted as president while keeping corporate tax levels unchanged in an appeal to working and middle class voters should he retake the White House.

When it comes to artificial intelligence, wealth managers are all in. How will they use it in 2024?

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

A new ranking of the channel by SmartAsset includes arms of Sammons Financial Group and McKinsey and global portfolio management firm Cambridge Associates.

We asked hundreds of wealth managers what they expect for their industry in the year ahead. Here's what they told us.