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The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.

Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.

The new state income tax is expected to make Washington munis, which are exempt, more attractive for high-earning residents.

Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.

A UC-Berkeley study found that AI tools may get work done faster, but advisors and other workers are often using it to add to their workloads.

With enhanced ACA subsidies gone, even a small income mistake can cost clients thousands.

José Torres, senior economist at Interactive Brokers, breaks down the FOMC decision and Fed Chair Jerome Powell's press conference.

The Apollo Group, a six-person team in New York, is the latest to show that former First Republic advisors are still not completely settled at JPMorgan.

Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Friday the 13th is considered an unlucky day — this year has three. We asked advisors to share their scariest stories of client mistakes.

With so many changes in how people communicate, the lead generation and conversion process seems daunting. But experts say RIAs have the opportunity to achieve big growth through sustained and focused investing.

After an optimistic start to the year, financial advisors' confidence in the economy and other key indicators fell sharply in March as the United States escalated its bombing campaign in Iran.

In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.

Amy Drinkard of Steadmont Advisors advises clients through divorce and deaths, guiding them through some of the hardest parts of their lives — the latest in our Know Your Niche series.

The bank exited the $1.95-trillion asset cap last year, but it had remained subject to the rest of the eight-year-old order.

Snow Pine Private Wealth is the latest in a string of advisory groups to jump from UBS to Wells Fargo.

Tom Cleary and Robert Whittington return to Morgan Stanley to start Southeast Wealth Management Group in Orlando, Florida.