In October's roundup of pressing issues in the wealth management space, learn about the CFP Board's problematic advertising campaign, LPL Financial's ongoing recruitment court battles against rival Ameriprise and more.

A survey conducted by Financial Planning found that while 54% of advisors prefer Donald Trump to sit in the White House in 2025, 61% say Kamala Harris is the frontrunner.

Industry leaders in this year's ranking shared insight on how they would advise their younger selves on building a path to the top and the skills today's rising professionals need.

September's roundup of pressing issues in the wealth management space include an elder scam lawsuit embroiling Charles Schwab, accusations against Raymond James for failures in customer complaint reporting and more.

Between the Internal Revenue Service's final rules on minimum distributions and proposed regulations on auto enrolling for Individual Retirement Accounts, here are top retirement landscape changes to be mindful of.

Those aged 25 and younger have an average 401(k) balance account of $7,351 and a median balance of $2,816.

These two demographics are expanding their wealth and savings, despite economic challenges that cut across their age groups.

With the increasing use of artificial intelligence-powered tools across the industry, experts remain confident that the technology could usurp human professionals, but isn't quite there yet.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Millionaires only accounted for 0.22% of total returns filed this year for the 2023 tax season.

Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.

The top state has a total tax burden of 12.02%.

The top state takes in $7,200 in tax per capita.

As election season ramps up and debates begin, wealth managers are paying attention to how each candidate is addressing particular economic concerns.

Middle-class residents in these states pay a smaller percentage of their paychecks to taxes.

Residents with high earnings in these 20 states get a bigger break on their taxes, paying a smaller percentage of their income.

Where are residents the most giving? Check out this ranking, which tracks the states with the most charitable donations, as well as volunteering and service.

Arkansas and Alaska are among the states where residents have the least financial literacy, according to a new report.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

AI has become a crucial part of the conversation for wealth managers, as firms such as Goldman Sachs, Morgan Stanley and Citigroup consider how to deploy the technology.