Practice

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

In volatile markets, client education and constant communication are ke

Required minimum distributions are just one example of unforeseen expenses for retirees, an expert writes.

Early and consistent saving may not be enough to safely leave the labor force for good.

The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.

While the acquisition still needs regulatory approval, combining the two companies could be considered “anti-trust” in a different way.

Moving to a lower-tax state is more attractive than ever with the $10,000 cap on state tax deductions.

Judge temporarily barred the advisor from soliciting former clients ahead of a FINRA arbitration hearing.