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Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.

The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation than most RIAs have undertaken, experts say.

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.

RBC pulls $1.2B and $705M teams from rivals, Merrill gets a $420M duo, and several large M&A deals close.

Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.

Political instability and other pressures are feeding some clients' portfolio fears, advisors say in this month's Financial Advisor Confidence Outlook.

Minority transactions are increasingly appealing to sellers who are wary of giving up the full control of their firms. But experts say the deals do come with strings.

Also, an Ex-Truist/Balentine duo start an RIA, Raymond James grabs a team from Wells Fargo and Janney names a new head of advisor recruiting.

Deal structure, transition plans and dog and pony shows represent only a few of the thorny difficulties involved with branching into an acquisition strategy, experts say.

Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.

Many financial advisors say that mentorship was key to their early success. Here's how advisors found and built those relationships.

Wells Fargo pulls $722M in AUM from Merrill while Osaic adds a $540M team from Primerica (but gets sued); Stifel sells independent unit, and First Clearing names new head.

A Financial Planning survey of 250 advisors reveals the top AI features they're still waiting for — from workflow automation to compliance support.

An expert adviser explains the many considerations to take into account before deciding on this as an option for employees.

You've heard the possibilities and seen the power of AI in action—but real transformation depends on more than great technology.

Your clients increasingly expect customized solutions across all their products.

If your business had an extra 8,000 hours, what would you do with it?