The challenges of studying for three notably difficult tests can pay off for financial planners — especially in today's competitive environment.

Small businesses across the country are expanding their workers' retirement plans, and they want help from professionals.

Relationships between a wealth management company and a law firm soured and spilled into a Quebec court.

Chelsea Ransom-Cooper, a managing partner and director of financial planning at Zenith Wealth Partners, spoke with FP about what the big firms are getting right — and what's missing from their DEI strategies.

JPMorgan Chase alleges in a lawsuit that the college-planning website Frank provided misleading information before the bank bought it. Experts say there were plenty of red flags from the beginning.

Market appreciation and interest rates have masked the "accelerating disruptions" that will yield winners and losers in wealth management.

FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.

The bequests can actually result in a bigger tax burden for heirs, which is why such transfers may not be the best way to protect wealth.

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.