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The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.

A group of former commissioners at the Internal Revenue Service is sounding the alarm about the thousands of layoffs at the agency in the midst of tax season.

The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.

From saving to fund allocation to risk management, practitioners of Islamic finance integrate ethical considerations into all aspects of the planning process.

Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Warren Buffett said the company has paid the U.S. government more than $101 billion in taxes since he took the helm 60 years ago, more than any other company in history.

Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.

Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to face increased competition from other groups.