Holistic financial planning

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

Even as BDs transition from their commission roots, too many still treat advice as a liability.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

Flat fees may not be as profitable or scalable, but they have significant benefits.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?