Industry

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.

The Kansas City Royals unveiled an investor group that includes the Creative Planning president and other prominent hometown fans.

While the acquisition still needs regulatory approval, combining the two companies could be considered “anti-trust” in a different way.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

Among immediate changes, Tim Hockey resigned as chief executive of TD. Here's what else advisors can expect.

The new hires come from rivals Merrill Lynch, Wells Fargo and RBC.

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.