Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

After an aborted attempt to set up its own bank, Edward Jones is joining forces with Citi to provide savings and checking accounts for clients.

Companies as diverse as UPS, Fed Ex and AT&T are learning how environmental and social issues can affect their bottom lines.

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

Assets in the alternative class soared by more than 100% in the past five years. Here's why some investors see opportunity in the current economic environment.

It's too soon to know whether 2022 was truly an aberration for bonds or a sign of things to come.

Here's how advisors can help fix the gender gap in investing — and position themselves to win business from women, as their wealth grows.

A nurse in New York doesn't think she'll ever have enough savings for an American retirement. Is a move to Vietnam the answer?

Despite the slight decline last year, researchers expect global growth of 38% by 2027.

Many advisors use real estate investment trusts to hedge against inflation while also providing steady dividend income. But private funds still provoke skepticism.

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.