Finding the right time to launch a registered investment advisory firm and the importance of building lasting client connections all play into advisor success.

Rulings from the Financial Industry Regulatory Authority included a $360,000-plus payout from JPMorgan, scrutiny of B. Riley operations and more in April.

President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.

Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of this year.

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.

From podcasts to technology, advisors are turning to modern offerings for help building new relationships with clients and strengthening existing ones.

Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings fresh ethical concerns.

Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.

Data from the Tax Foundation's 2025 State Tax Competitiveness Index ranked which states compete on sales and excise taxes, and which don't.

Every state levies property taxes, but some states have high or complex property tax structures, making them less competitive.

From LPL Financial's legal challenges to a continuing education scam that involved more than 60 brokers, these are the stories our readers flocked to in 2024.

From those with no corporate tax at all, to those that tax everything they can — a guide to most and least competitive states when it comes to taxing businesses.

Top items include the fallout of a massive continuing education cheating scheme, UBS' pay cuts for producers across the organization and more.

States that do not assess the major taxes are more competitive than states with complex taxes with high rates.

President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.

The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.

Orlando, Florida, ranks as the top city for retirement due to a lower tax rate and a large amount of recreational activities.

The highest marginal tax rate for 2025 is 37% and the lowest is 10%.