Portfolio

If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.

In a Q&A, planner Louis Barajas explains how he wrote an interactive guide to building generational wealth and how financial advisors can learn from its universal principles.

At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.

Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.

Clients aren't just curious about estate planning, they're insisting that their advisors provide it.

The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.

Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.

Amid uncertainty with inflation and political concerns with midterm elections, the latest Financial Advisor Confidence Outlook shows that advisors have become more positive after a dip in June.

The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.

For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.