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The rise of social media "finfluencers" and the tendency of millennials and Gen-Z investors to manage their own money are just two significant trends.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

Silicon Valley Bank named Erin Platts head of its private banking and wealth management arm, which caters to the financial needs of technology and venture capital executives.

More tax savings means happier clients and potentially wealthier financial advisors.

CFP Board teams up with Foundation for Financial Planning to further their goal of increasing the number of planners who offer advice for free.

The FTX collapse and other fallout may have advisors on edge, but that makes education more important than ever. FP's Cryptocurrency for Advisors conference can help.

Selecting the right model can put them on track to achieve their philanthropic goals and objectives.

The megabank's traditional brokerage unit has already paid a FINRA arbitration award and five settlements totaling $47.4 million.

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

As inflation soars and stocks tumble, annuities are enjoying their best sales ever. Why?

A blueprint for a shared ledger for digital money would include central bank digital currencies, bank deposits and e-money from companies like PayPal — but not unsupervised cryptocurrencies.

A more thoughtful approach to saving will help participants who rely on the defined contribution model stretch their dollars into life after work.

Part six of the Cryptocurrency for Advisors series takes a look at how hidden cryptoassets can cause complications in the event of a divorce.

As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.

Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.

New As You Sow research tracking hundreds of publicly traded firms adds to the many studies finding a positive correlation between diversity and results.

These drinks won't generate alpha, but they may make the holidays a little more bearable.

From an experienced CEO to a new trading assistant, the finance planning industry is filled with an array of insightful career journeys.