Upper management is at odds with their employees over AI use, hybrid work, dress codes and more.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

A couple in New Jersey has enough savings to finally own their home outright. Should they seize their chance or put their money elsewhere?

Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

Understanding the mechanics of how generative artificial intelligence is trained can help advisors participate in the process.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.

See the ranking of firms like Ballentine Partners, Pathstone, Facet, Savant, EP Wealth and Moneta Group, along with some lesser-known companies.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.

Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.

How to use, govern and adopt AI were some of the main themes from the Monday event.

Firms overly reliant on ultrawealthy clients need to ramp up their digital capabilities to attract the growing segment of clients with between $250,000 and $1 million in assets.

Using FP's criteria, data partner COMPLY scraped together a listing of the biggest firms that provide financial planning services but don't accept commissions.

Financial advisors, CPAs and the available research explain the variety of ways that tying the knot could affect couples' payments to Uncle Sam.

New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.

The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.

Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

Firms and industry groups warn that the regulator's proposal for reining in robo-advisors and sophisticated investing algorithms would step on their fiduciary duties and Regulation Best Interest.