Practice

Robert Graham allegedly solicited clients into risky investments, which he directed to his private company. He is the ex-chief of the Arizona Republican Party.

The two advisors have already transferred about $160 million in client assets, according to their former employer.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

Early adopters of artificial intelligence are expecting substantial increases in profitability, according to a new survey.

The bank is selling the technology behind its U.K.-based digital advice business to SigFig, a Silicon Valley startup.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Robert Russo says the Independent Advisor Alliance has recruited nearly three dozen IFP reps, and other large enterprises have also made inroads.

Close relationships are part of what makes the profession special, one advisor has found.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.