Former financial advisor Adriel Tam aims to help the public and the industry understand each other better through the AdvisorCheck service.

Experts say Black families planning to preserve past, present and future generations' wealth have a special set of circumstances to keep in mind. Here are a few tips that can help.

A lawyer representing advisors warns the new rule will drive the forum fees of arbitration hearings well above $10,000.

The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.

The CFP Board tracks listings on its Career Center job board to identify trends in the financial planning industry.

Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.

Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.

The firms are increasingly seeking to integrate generative artificial intelligence into their products, and banks are potentially interested customers. But such efforts are costly, the risks are high and "they want to make sure that they get it right," experts say.

The potential of large language models is vast — but so are the pitfalls if not used ethically and in accordance with industry regulations.

Here's how these three women are advancing financial planning in their communities.