News Feed

New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

Financial Planning's staff has compiled 84 songs that we believe speak to the souls of advisors.

The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.

The rapidly rising cost of medicine is leaving inflation in the dust, new research shows. Here's how advisors can help retirees cope.

It's the latest instance of a wealth management group leaving the Swiss banking giant.

Former SEC lawyers say regulators are now likely going through their cases and deciding which are emergencies worth pursuing even if the agency's staffing is severely reduced.

The new guidance from the agency lays out the complicated rules for qualifying for up to $5,000 in subsidies per residence under the Inflation Reduction Act.

Financial advisors getting calls or emails from panicked investors can remind them that experts predict any economic impact would be limited and temporary.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

The proposal comes amid the broker-dealer regulator's push for a pilot program to test out branch reviews done at a distance rather than in person.