Portfolio

Executives from some of the largest firms in the channel — Ameriprise, Kestra Financial, Cetera, LPL Financial and Osaic — discuss how clearing and custody fits into their approaches to recruiting and retaining financial advisors.

View the exclusive research from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms — and sort and compare data across the past 15 years.

The printable PDF includes rankings based on the firms' 2025 revenue as well as the number of financial advisors, compensation, total client account assets and more.

In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.

As the best-selling memoir "Strangers" shines a spotlight on financial disengagement, advisors share how they pull the less-engaged spouse into the conversation before it's too late.

Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.

Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.

From 19th-century financial panic to reimagined Charles Dickens, here are the vacation-worthy books according to some fintech execs.

Medicare now covers weight-loss drugs as part of an 18-month program to expand access. Here's what advisors need to know about the coverage — and what it can save clients in the long run.

August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.