Editorial Research

After an optimistic start to the year, financial advisors' confidence in the economy and other key indicators fell sharply in March as the United States escalated its bombing campaign in Iran.

In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.

The 6-3 Supreme Court ruling against one of President Donald Trump's signature economic policies was consequential, but experts say volatility is unlikely to be over.

Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.

Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.

Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.

Advisors know that a transition plan is important, but many fall into the trap of procrastination.

The recent fall in the price of bitcoin and other cryptocurrencies is likely to blame, experts say, but don't expect that decrease to continue forever.

Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.