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Departures from the Swiss banking giant show no signs of letting up in a week that also saw LPL Financial and Elevation Pointe announce big deals.

Financial advisors have any number of good reasons to seek the best technology and countless firms trying to provide it. Here's how experts say they should start.

When Brandon Ross sought to build an independent firm from the ground up, he realized integrated tech would be key.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Also this week, LPL Financial and Janney Montgomery Scott log recruiting deals while RIA aggregators like Sanctuary Wealth, Beacon Pointe and Carson Group go on an acquisition tear.

Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.

Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, according to Financial Planning's July latest survey.

Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.

Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.

The markets are waiting for the Federal Open Market Committee to make its next move.