Investing News from Financial Planning

A deal is more than just a top-line number and misalignment in culture and communications can cause conflict down the line.

One of the asset management firms also took home the independent research firm's overall award for "exemplary stewardship."

The intersection between HNW clients and private markets is no longer about distribution, but integration.

Gabe Lapito thinks many RIA owners who sell their businesses are looking for a big check to fund their retirement. But he and his partners, almost all in their 30s or early 40s, instead set their sights on adding new clients and assets.

The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.

A Wells Fargo executive is using her own cancer diagnosis as a wake-up call and teaching case for financial advisors and their clients' estate plans.

It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.

Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.

The Trump DOL has said it "has no current plans" for further rulemaking, but that contradicts its own notice of potential regulation last year.

Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.

A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.

Financial advisors and estate planning attorneys say arrangements can be as simple or complex as clients want them to be, but pet trusts are often the best option.

As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.

Rare book collectors can sometimes see a healthy return on an investment, but advisors and other experts say the market is illiquid, and volatile — and books require careful storage and preservation.

Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.

Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.

A recent downturn has highlighted the external factors weighing on the price, but experts say the fundamentals haven't changed.

Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.

Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.