Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.

Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.

Dominique Henderson wants to help planners find leads, niches and longevity after guiding many of them into the field in the past four years.

Despite sky-high advisor satisfaction ratings, many wealthy clients lack confidence in their financial situation and could leave in the future.

Such concerns have taken on new importance with recent advances in artificial intelligence tools, which are "the most transformative technology of our time," Securities and Exchange Commission Chair Gary Gensler says.

To pay for their kids' education, many Americans are postponing their golden years — or cracking open their 401(k)s.

For socially-conscious planners, helping high net worth clients grow their wealth can be an alienating experience.

Studies examining customer attitudes about their planner's identity often run up against the reality financial professionals say they experience.

Under 10% of surveyed wealth management professionals in a recent Arizent survey said their firms were 'very successful' at using the online networks to win clients.

If at first you don't succeed, you're not alone. Here's how do it right.

Following a Supreme Court ruling banning race-conscious college admissions, some advisors fear that RIAs will step back from their DEI initiatives.

Drew Tignanelli argues that financial advisors should be subject to the more rigorous professional and educational standards governing doctors and accountants.

A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.

Plus, two wealthtech startups celebrate successful funding rounds.

Some of the biggest names in banking have started using large language models to organize their institutional knowledge, but use cases like chatbots remain experimental.

A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.

As cyber attacks continue to trend upward, industry experts explain that a strong digital defense starts with asking the right questions. And then asking them again.