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From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.

The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.

Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.

The OZ tax benefit for capital gains will still apply in 2027, but the original rule has an advantage worth weighing.

From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.

SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door for Vanguard to have cutting-edge services related to tax planning, cash sorting and more.

More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of women among financial advisors at their firms. Those that did provide data have done more to advance women than many of their rivals in the independent brokerage channel of wealth management.

The purchase will give Vanguard access to Altruist's custody platform and wealth management technology.

Young financial planners weaned on sports betting and prediction markets must lose their quick-reward mindset to build long-term financial plans, says a professor at Rutgers Business School.

With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.

Cogent Bank has tapped an industry veteran to lead a new unit focused on ensuring high-net-worth clients can smoothly transfer assets to their heirs.

As clients consider when to claim Social Security, an advisor proposed a strategy to maximize tax-free retirement income using certain benefits and senior deductions.

Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.

Firms are using AI more than ever, but few have adopted clear policies outlining human oversight or how third-party vendors should handle cybersecurity.

As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.

Press an "easy button" for an internal succession or go the harder, often more lucrative route of leaving an employee brokerage to sell an independent practice? A new report from one recruiting firm shows which lane most advisors choose.

Rick Simonetti knows it's not easy recruiting private bankers and then moving their clients and assets. That hasn't stopped him from building Fidelis Capital into a $3 billion firm built largely on bankers pulled from Wells Fargo and Bank of America.

Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth client, from golfing to finding the right CPA.

Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain professional certifications.

A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.

A new guide from the CFP Board is meant to help advisors through offering 401(k) rollover recommendations, which can be a tricky area for compliance.

Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.

With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.