Magazine Issue Year Root Tag

Independent branches are playing a pivotal role in the industry — regardless of anyone’s opinion or awareness of them.

Between conflicting data points and countless buzzy “best practices,” it’s easy for advisory firms to get caught up in the weeds on the elusive business booster

As sustainable investing principles weather a growing backlash, the biggest asset managers are pivoting in how they talk about environmental, social and governance funds.

Cash sweeps are lucrative to the industry, but not to clients. Here’s how financial advisors can get greater yields.

No one knows how firms should leverage the budding metaverse. If someone suggests otherwise, their confidence is likely virtual.

How advisory firms confuse clients and cloud wealth management

The rise and fall of Freedom National Bank, an often-overlooked episode in the retired baseball legend’s life, carries lessons for today.

Transition planning can involve some explosive emotions. Here’s how to navigate them without blowing up the future.

Market volatility and economic uncertainty have made the end-of-year tax planning ritual more complex.

Lacking any formal codification or an accurate count of customers, the planning profession is struggling with some fundamental questions.

FP’s 37th annual IBD Elite issue examines how firms unafraid of their branding as brokers are changing the industry.

Marketing can lift advisory businesses to new heights by helping financial advisors identify their value proposition, make an inclusive appeal and use new digital tools

How labels are blurring the 21st century’s biggest investing trend

How confidence, customer service and cash can help wealth management stay ahead of the curve and future-proof the industry.

Wealth managers trail other financial firms in adoption of three basic cybersecurity steps that could soon be mandatory.

The story of an obscure strategy for the ultrawealthy that became a $1 trillion opportunity for the masses

Billion-dollar funds are fighting each other for stakes in firms, pushing up prices and altering the landscape of Financial planning for advisors and their clients.

Newer contracts scrap conflict-laden commissions and aren’t as complicated for investors to understand. Will independent advisors bite?

FP’s annual RIA Leaders issue examines the industry’s fragmentation and diagnoses the problem with rankings.

LPL navigates its trickiest relationship with hybrid RIAs, and the stakes are high. After a year marked by hate and violence, Asian American advisors reflect on the industry’s potential.