Special Program Root Tag

At Future Proof 2022, Thomas was soaking up knowledge and California sun to achieve a higher goal.

At Future Proof 2022, the MLB star and former olympian said his quest for financial knowledge will never end.

Appraisal and eventual sale on the secondary market of a policy no longer needed can make sense for older clients, says an industry expert.

Here's why unplugging from your devices during the upcoming holidays can help your career, and four other insights from Emma Seppälä, a happiness researcher at Yale.

Nikkee Rhody, chief of strategy at Central Payments, and Shannon Huether, vice president of project management and implementations, explain how the company tailored every aspect of its hiring practice to make sure it reaches the talented women that other fintechs overlook.

Financial Planning's list of movers and shakers in the industry, and what we expect from them in the coming year.

Planners warn that clients still need financial education to understand the ins-and-outs of new plans.

For one financial planner, a client's behavior surfaces questions of marital trust and possibly a gambling addiction. Is it time for outside help?

After several years when the scandal-plagued bank was focused on cost cutting, CEO Charlie Scharf indicated Tuesday that the company has opportunities to expand revenue across every line of business.

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.