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Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should clients actually see?

A Ninth Circuit appellate panel ruled that10 advisors recruited to LPL from Ameriprise have the right to resist turning over their personal devices to a forensic examiner to be searched for evidence of misappropriated client data.

Even as crypto prices slide, a growing share of financial advisors are adding digital assets to client portfolios, with firm policies slowly catching up.

An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to address the challenge.

K. Dane Snowden initially joined the CFP Board as chief operating officer in 2023 and replaces outgoing CEO Kevin Keller.

As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers and those currently managing their own portfolios.

Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.

New OBBBA restrictions mean wealthy donors lose deductions on smaller, routine gifts. Here is how to use DAFs and donation grouping to preserve tax benefits.