Special Program Root Tag

At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.

In October's roundup of pressing issues in the wealth management space, learn about the CFP Board's problematic advertising campaign, LPL Financial's ongoing recruitment court battles against rival Ameriprise and more.

AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.

The president of Merit Financial Advisors said deciding to merge her previous firm instead of following a succession plan allowed her to shift perspective.

The election on Tuesday will have far-reaching economic consequences, ranging from how Americans are taxed to how the country trades with the world.

The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.

The Federal Reserve began cutting rates in September. The December meeting is its last of 2024. Will the cutting continue, or will there be a pause? Doug Peta, Chief Strategist, U.S. Investment Strategy, at BCA Research, discusses the meeting and future policy.

Initial employment data shows virtually no job growth in October. With the Federal Reserve's focus on the labor market, the reading could seal the deal for a November rate cut.

Its backers should file a lawsuit based on the "very flimsy" exemption for prohibited transactions enabling annuity sales under current rules, an expert says.

Despite the increase in overall confidence, election anxiety has remained a potent force for financial advisors and clients.

According to Financial Planning's research, most registered Republicans polled seem to have aligned their personal and business interests, while registered Democrats were nearly evenly split.

Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.

The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.

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.