Financial Advisors

Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.

In this month's Financial Advisor Confidence Outlook, advisors' feelings about the overall economy and practice performance were up. That optimism could be fleeting.

Ten financial advisors are offering fresh ideas, making bold career moves and creating deep ties to their communities. Discover how they earned their spot in this year's cohort.

After struggling to find work as a transient Army spouse, Monique Street built a career helping military families with their finances, taking their causes to lawmakers across the country.

The so-called "Magnificent Seven" are doing well, but experts say that doesn't tell the story of the overall economy, which is struggling under the surface.

Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.

By far the most significant factor behind the jump in this month's Financial Advisor Confidence Outlook (FACO) was the outlook for the overall economy.

The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.

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.

Here's a look at the lighter side of financial advising, from bizarre complaints to parking lot fraudsters.

At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.