Editorial Research

Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.

Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.

Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.

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.