A new baby costs a lot of money, but advisors say there are essential steps to help couples prepare financially for the life-changing event.

Gifting assets can be a tricky process, especially for wealthier clients. With Valentine's Day around the corner, here are five tips on getting it right.

The impact management firm passed $100 million in assets in its Social Justice All Cap Global ETF in 2022, less than two years after inception.

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.

Four winners of this year's Top 40 Brokers Under 40 overall and regional lists, from Morgan Stanley, Merrill Wealth Management, William Blair and RBC, joined industry experts in sharing how big brokerages can hold onto young advisors in a red-hot labor market.

Congress is gearing up for another debt war, and the collateral damage could include Social Security, Medicare and the stock market.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.

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.

Even if advisors get a disclosure removed from their records, the damage done online can be difficult to manage.

There are few metro areas in the United States where one can retire on less than $1 million.

At Future Proof, the founder of Pearl Planning cited fixed-income experts whose panel discussions identified value to unlock amid tumbling returns.