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Justin Duke's move from BNY Wealth to Simon Quick Advisors shows how higher fees, rising asset minimums and tighter client constraints are pushing some bank advisors toward RIAs.

Financial advisors would be wise to treat "health span" like an investment portfolio to better prepare clients to afford and enjoy longer retirements, a researcher said.

The APFC from Sage Financial Solutions represents just one of a handful of coaching certifications that could help planners expand their skills and ability to serve clients with valuable behavioral capabilities.

A $5,000 scholarship from Cary Carbonaro and the CFP Board aims to help break financial barriers for women seeking to enter financial planning.

Osiris St. Brown entered wealth management with his NFL-player brothers as clients, then found his calling helping college athletes navigate NIL wealth.

Smart advisors are using time gifted by AI efficiencies to recruit new clients and boost AUM, not improve their golf game, warns Ric Edelman.

Advisors share how they navigate the moment when a client's compliments cross the line and the boundaries that keep the business relationship intact.

While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.

The Securities and Exchange Commission proposal would eliminate a ban on investment advisors receiving government contracts within two years of making political contributions. The agency says existing laws can address pay-to-play conflicts of interest.

Fee increases Charles Schwab is adopting for its in-house advisory business will keep a cheaper alternative for high net worth clients while helping to plug revenue holes.