Special Program Root Tag

Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.

KC Mathews, executive vice president and chief market strategist at Commerce Trust breaks down the FOMC meeting.

Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.

Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.

Advisor pay policies are often notoriously complicated affairs. LPL is seeking to simplify it all with a new AI offering that promises to bring "clarity and intelligence to every payout."

As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning.

Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 billion has further consolidated the ranks.

Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to develop new tools.

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how experts say they can adapt and overcome the fear of replacement.

Also this week, both Arax Investment Partners and Aspen Standard Wealth add RIAs with $1B in AUM.

Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.

Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.

There's no debate that agentic AI has the potential to profoundly impact how financial advisors and wealth managers acquire,

AI-powered simulation sandboxes are transforming how wealth managers and RIAs engage clients.

Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.

What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.

Is the age of "augmented intelligence" and "adaptive engagement" soon to arrive for financial advisors and wealth

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.