Special Program Root Tag

Amid the tariff-related uncertainty, gold hit an all-time record of $3,500 last month as some advisors and clients look for hedges.

Alvin Carlos, financial planner and managing partner at District Capital Management in Washington, D.C., uses Monday.com for CRM and financial planning.

Also this week, a Dynasty Financial firm picks up a $1.5B team from Morgan Stanley, Wells Fargo recruits from PNC Investments and UBS, and LPL draws from Osaic.

For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

Our research-driven program recognizes RIAs with superior company practices, cultures, programs and benefits.

Our research-driven program recognizes money managers with superior company practices, cultures, programs and benefits.

PE funds have outperformed stocks over the past five, 10 and 25 years. But not in three of the past four. Here are some of the key caveats to the appeal of PE.

Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ended entirely — in their disclosures.

The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.

The industry conflict of interest takes many common, controversial or outright confusing forms. Here's what financial advisors and investors should know.

Also this week, Focus Financial ups the responsibilities for some top executives and Advisor Asset Management appoints a new CEO.

President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.

Edward Jones meanwhile reshuffles its leadership ranks amid its push to become a full-service financial planning firm, and Rockefeller picks up big teams from Merrill.

A review of broker pay data reveals surprising trends in how top firms reward their brokers.

In our final installment on broker compensation in 2025, learn which firms are paying advisors with $2 million in annual revenue the most.

The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

See which firms are paying advisors with $1 million in annual revenue the most.

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.

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

UBS and Janney Montgomery Scott both made changes to compensation for advisors producing at the $600,000 level.