Financial Planning - June 2019

Despite a great year, firms don't see fit to rest on their laurels. Instead, they're preparing and adjusting to falling traditional revenue and rising expenses.

This interactive tool provides the full collection of data from Financial Planning's 34th annual study of the largest firms in the space.

Independent broker-dealers have changed with the times. Our annual ranking has, too.

It’s not hard to envision Gen X advisors finally achieving things that many of us hoped would happen a decade or more ago.

There’s a lot to be said for being lean and mean.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

Employees clearly preferred, and felt more comfortable wearing, more relaxed clothes every day. Even better, the switch improved client relations .