Financial Advisors

President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.

The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

Unpredictable policy outcomes and market volatility have led this month's Financial Advisor Confidence Outlook deep into the red.

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.

The Trump administration's quick pivots and frequently changing plans fuel plunge in advisor confidence.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

One of the marquee annual events of the wealth management industry, the Technology Tools for Today (T3) Conference is scheduled for March in Dallas.

Getting healthy. Networking. Drawing the line on prices. Here are the ways wealth managers want to improve their practices — and their lives — in the new year.

From classic standbys of business and finance to motivational self-help to modern fiction and more, check out 15 books that helped financial advisors in their practices this year.

Here are the ways Americans fell behind on their estate planning in 2024 — and how financial advisors can help them catch up.