Portfolio

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

Industry watchdogs weren't concerned only about hot topics like artificial intelligence and cybersecurity but also remote work policies and the ability of brokers to clear their names.

The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.

As Angie Herbers looks back on two decades at the consulting firm she founded, she shares how she grew it from nothing and what peers in the industry can learn.

From a kid shopping for advisor brains to a Destiny's Child song parody, here's a selection of the year's finest financial humor.

A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.

Because advisors can't easily see, manage or bill on what sits outside a client's portfolio, it often goes ignored.

From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.

They're only 11% of the population, but older baby boomers have accumulated over $14 trillion in additional net worth since the end of 2019.

The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth.