Magazine Issue Year Root Tag

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.

According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?

After more than a year in lockdown, here’s what advisors think about returning to the office.

With 212 designations to confuse investors and advisors, here are credentials that count.

After the Schwab-TD merger, rival firms are reaching for new business opportunities. Is David sprinting past Goliath?

Winging it during the pandemic, advisors came up with new ways to connect with clients and prospects. The best hacks are here to stay.

Allegations of murder, years-long theft and “hidden secrets of the wealthy.” What happened — and where were the regulators?

Benefits are an increasingly important part of the mix for RIAs while IBDs are looking to take a page from their smaller competitors’ playbook.

This year’s RIA Leaders represent an industry that will emerge from a post-COVID world deeply altered.

How Leading Broker-Dealer are meeting the Challenge

Northwestern Mutual’s practices raise concerns about the nature of retail advice, just as wealth management is facing greater scrutiny under new rules.