Editor's Pick

Planners tout advantages of IRAs, equity investing and delaying retirement for clients worried about inflation.

Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?

Republicans booed when President Biden accused them of wanting the benefits to "sunset." But was he telling the truth?

As early as this summer, some seniors could see their benefits garnished to pay off old loans.

Gifting assets can be a tricky process, especially for wealthier clients. With Valentine's Day around the corner, here are five tips on getting it right.

Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under age 40.

There are few metro areas in the United States where one can retire on less than $1 million.

The independent wealth management firm made its third significant deal with an insurance firm exiting the industry in the past four years.

In a conversation with industry recruiter Mindy Diamond, the president of Bank of America's legacy wealth management firm shared his thoughts on advisor strategy and said he wanted advisors to integrate more with the rest of the bank.

The fintech startup is mining SEC, FINRA and other data to make information on financial advisors easier for consumers to digest.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

Government watchdogs propose more oversight amid collapse of crypto and falling markets.

Even before the collapse of FTX, concerns about cryptocurrency and other risky investments were keeping regulators busy.

Here's why unplugging from your devices during the upcoming holidays can help your career, and four other insights from Emma Seppälä, a happiness researcher at Yale.

Planners warn that clients still need financial education to understand the ins-and-outs of new plans.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

More tax savings means happier clients and potentially wealthier financial advisors.

The FTX collapse and other fallout may have advisors on edge, but that makes education more important than ever. FP's Cryptocurrency for Advisors conference can help.

The megabank's traditional brokerage unit has already paid a FINRA arbitration award and five settlements totaling $47.4 million.