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The largest fee-only RIAs expanded rapidly in the past year, but a new No. 1 led a group including Savant, Moneta, EP Wealth, Modera and The Mather Group.

Orlando, Florida, ranks as the top city for retirement due to a lower tax rate and a large amount of recreational activities.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

With the second presidency of digital-asset booster Donald Trump approaching, executives and lawyers involved with ETFs say they are ginning up strategies to cater to all tastes.

Financial Planning surveyed money managers across the country to find the firms where they truly thrived. Here are the top 18.

Health coverage. Holiday parties. Golf, football and soccer simulators. Learn why Dana Investment Advisors is the best place to work for money managers.

The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.

Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?

The group of 20 massive companies including Moneta, Chevy Chase, Evoke and Savant manage a combined $343.9 billion in assets under management.

The printable PDF includes rankings based on the firms' AUM and includes number of employees, client accounts and financial advisors.

Experts say this acquisition will have far-reaching effects on the entire wealth management industry as a generational shift is underway.

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

Robinhood Markets agreed to buy TradePMR, a custodial and portfolio management platform for registered investment advisors, as the online brokerage seeks to target a wider swath of wealthier investors.

Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.

More planners are dropping their FINRA registration but keeping some ties to independent wealth management firms once thought to be in a different channel.

Donald Trump discussed various items related to the Fed and its independence and stated he would not nominate Jerome Powell for another term as chair. Gennadiy Goldberg, head of U.S. rates strategy at TD Securities, discusses what a Trump presidency may mean for the Fed.

Experts have amassed a wealth of resources and evidence to help financial advisors adapt psychological methods to their practices when onboarding customers.

ESG was seen as a counter Trump's presidency eight years ago. The story has changed.

For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their finances on track.

The Innovation in Wealth Management AI Awards will recognize and celebrate outstanding individuals' and firms' achievements in developing technology and implementing solutions that improve the growth and scalability of wealth firms, and enhance client engagement and experience.