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A survey conducted by Financial Planning found that while 54% of advisors prefer Donald Trump to sit in the White House in 2025, 61% say Kamala Harris is the frontrunner.

Opto Investments is building out a fully integrated tech platform for RIAs to gain access to the multitrillion-dollar private markets.

Until recently, alternative investments have mainly been the province of the high net worth set. In the past few years, though, there has been a concerted effort to change that.

As Trump makes inroads with Black voters, Harris has narrowed her focus on the historic racial wealth gap.

Today, Natalie Wolfsen is CEO of Orion Advisor Solutions, but years ago, her future was less clear after a business she had co-founded went under.

Financial Planning polled 213 respondents as a part of its Fall 2024 Election Survey and asked which election outcome would be best for the country overall. And while there were some deviations, the overall picture remained roughly the same between various races.

The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.

The Federal Open Market Committee is expected to cut interest rates at its September meeting, which will also provide a new Summary of Economic Projections. Marvin Loh, senior macro strategist at State Street Global Markets, examine the meeting, the SEP and Fed Chair Powell's press conference.

Financial Planning's annual awards honor advisor employees at both large and regional firms.

Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.

With the November election mere weeks away, there is still time for tax pros to ponder the strategies available to meet the proposals of each candidate.

Robinhood is also planning to offer a browser-based trading system similar to products from Interactive Brokers Group and Charles Schwab

FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.

Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.

Financial advisors weigh in on how they assist clients with this issue, especially if they have large holdings in their employer's stock.

The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate.

Industry leaders in this year's ranking shared insight on how they would advise their younger selves on building a path to the top and the skills today's rising professionals need.

The top award winners cap off Financial Planning's inaugural Innovation Award series.

The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.

A new Financial Planning survey found that while advisors feel the pressure to adopt AI tools, less than half believe it will play a large role in their firm's efforts to capture new clients.