Practice

The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of clients.

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.

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.

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.

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.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.