An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from liability when they add tax preparation to their service offerings.

Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over in 2026.

Michael Nathanson oversaw Focus Financial Partners as it reorganized into five internal hubs. Industry experts say the long overdue consolidation still has far to go.

Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.

Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville connections.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.