Special Program Root Tag

From buried treasure to a "hot shot" hauling business on the road, advisors share the client retirement plans they never saw coming.

In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.

As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.

Osaic expected advisor departures during its massive consolidation of nine separate broker-dealers within its corporate structure. But CEO Jamie Price says the effort positioned the firm well for a future liquidity event. Here's how the independent broker-dealer is rebuilding.

A bipartisan bill awaiting a Senate vote aims to reduce tax burdens for financial fraud victims by restoring an expanded personal casualty loss deduction.

Taxes can erode portfolio value in ways that add up over time. Explore five active investment strategies that can reduce capital gains tax impacts for clients.

Merrill and Morgan Stanley executives' recent statements on recruiting seem to reveal starkly different approaches. But industry recruiters say they are just masking similarities.

Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.

Financial Planning Rising Star Cristina Wiebelt-Smith of Gertsema Wealth Advisors left tax season behind for a career centered on planning and service.

Financial Planning Rising Star Uziel Gomez of Primeros Financial built his practice around first-generation wealth builders often overlooked by traditional firms.

Gabbi Cerezo swapped lesson plans for financial plans, bringing teachers' instincts to a client base of educators and government employees.

Asked by his own mentor to give back as soon as he could, the Edward Jones advisor has made it a serious mission in his early career.

Financial Planning Rising Star Victoria Tejeda of Modera Wealth Management is building community through financial education and outreach to women.

Financial Planning Rising Star Chukwudi Uraih of Lampados Financial Group helps first-generation professionals and immigrants navigate growing wealth.

Financial Planning Rising Star Marigny deMauriac of deMauriac draws on a counseling background to help women navigate divorce, loss and financial change.

Financial Planning Rising Star Sydney Woodward of YeskeBuie has expanded pro bono planning and financial literacy efforts for underserved communities.

Financial Planning Rising Star Patrick Yaghoobians of Noor Financial Services is expanding access to advice through education, service and community outreach.

Financial Planning Rising Star Kelly Guadagnino of Modera Wealth Management is helping young professionals learn to build and manage growing wealth.

Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.

Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their savings.