Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.

The top state has a total tax burden of 12.02%.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

Experts say it's important to examine clients' relationships with money but there is an ethical line when such conversations should be led by licensed professionals.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

More than a half dozen experts explain the key practice management and professional development implications of behavioral finance and financial therapy.

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

The regulatory consultant Hearsay Systems found that financial professionals have increased their production of online videos by nearly threefold. That doesn't mean the message is getting through to the intended audience.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.

Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.

Some planners and firms are taking action to address impending retirements. Here's why opening more pathways into the field matters to every company in wealth management.

Some wealth managers see themselves as playing a distinct role in helping investors navigate the treacherous waters of private equity, credit and real estate.

Financial advisors and tax experts say HOA fees are usually not deductible, unless the home is used for a business or as a rental property.

The chair and CEO of the M&T division considers herself a "builder-fixer" and has sought out new challenges and opportunities throughout her more than 30-year career.

With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?

The 20% deduction for the qualified income of pass-through entities has strong supporters and critics. Here's how tax experts say it could play out if made permanent.