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InvestSuite's Storyteller Suite delivers quarterly results as a PDF, video or podcast — with a hero, a villain, and a structure designed to upgrade advisor-client conversations.

Reviewing the IRS' long list of eligible expenses with clients can reveal hundreds or even thousands of dollars in annual costs previously paid out of pocket, one advisor said.

Brooke Pilant, who was at Ameriprise from 2017 to 2024, accused the firm of turning against her after she raised concerns about "unethical practices."

Although there are advisors who suggest steering clear, there are times when clients might benefit from using a checkbook IRA to invest in alternative assets.

As large wealth managers struggle to retain advisors seeking greater independence, Wells Fargo has taken a distinct approach with its FiNet channel. But is the loss of profit margin worth the retention gains?

On June 30, the SEC asked for public comments on the regulator's proposed amendments to novel ETFs. About a week in, responses tilt to a hard "no thank you."

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.

If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.

In a Q&A, planner Louis Barajas explains how he wrote an interactive guide to building generational wealth and how financial advisors can learn from its universal principles.

At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.

Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.

Clients aren't just curious about estate planning, they're insisting that their advisors provide it.

The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.

Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.

Amid uncertainty with inflation and political concerns with midterm elections, the latest Financial Advisor Confidence Outlook shows that advisors have become more positive after a dip in June.

The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.

As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be replaced by technical advances.

For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.

Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.

It is important to be committed to the work you do, but according to these five advisors, going about your daily life can also result in landing clients.