Special Program Root Tag

The former Amazon project manager now caters his firm to serving tech professionals.

Millionaires only accounted for 0.22% of total returns filed this year for the 2023 tax season.

Several advisors answered the call with their strategies for tackling this potentially sticky situation.

However, financial advisors have been trying to ease client fears by taking a longer view.

Both presidential candidates have floated it, and there are benefits for both workers and employers — though not always how you'd expect.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.

The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.

Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.

Vice President Kamala Harris outlined a raft of populist economic proposals in her first major economic speech since securing the Democratic presidential nomination, including some aimed at lowering housing costs and boosting supply.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

Harris economic proposals envision tax cuts and subsidies

Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

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

The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.

Advyzon has grown for more than a decade using the strategy that all technology should be built in-house, even if it takes longer.

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

In 2012, Walz said at the time he did not own any stocks himself. More than a decade later, he still doesn't.

Gary Quinzel, vice president of portfolio consulting at Wealth Enhancement Group, gives his views about monetary policy and offers his opinion on the FOMC statement and Fed Chair Jerome Powell's press conference.