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A deal between XY Planning Network and Wealthtender illustrates how quickly the search landscape is changing and the new ways advisors must adapt to find prospects in an AI era.

A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.

Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their savings.

Like many firms, Ameriprise has been pumping money into AI in recent years. But its dedication to technology goes back much further, says the firm's head of technology and service delivery.

Regulators are stressing fiduciary and disclosure obligations for advisory firms. Adding human oversight to AI outputs is often the answer.

Interactive Brokers, also known by its hot ticker symbol of IBKR, shares much more fee information than most custodians, without revealing much in the way of its scale among RIAs. Can it gain greater reach in a competitive channel?

Justin Duke's move from BNY Wealth to Simon Quick Advisors shows how higher fees, rising asset minimums and tighter client constraints are pushing some bank advisors toward RIAs.

Financial advisors would be wise to treat "health span" like an investment portfolio to better prepare clients to afford and enjoy longer retirements, a researcher said.

The APFC from Sage Financial Solutions represents just one of a handful of coaching certifications that could help planners expand their skills and ability to serve clients with valuable behavioral capabilities.

A $5,000 scholarship from Cary Carbonaro and the CFP Board aims to help break financial barriers for women seeking to enter financial planning.

Osiris St. Brown entered wealth management with his NFL-player brothers as clients, then found his calling helping college athletes navigate NIL wealth.

Smart advisors are using time gifted by AI efficiencies to recruit new clients and boost AUM, not improve their golf game, warns Ric Edelman.

Advisors share how they navigate the moment when a client's compliments cross the line and the boundaries that keep the business relationship intact.

"It defies belief that Epstein's tax advice was worth the vast sums of money Black paid him," said Sen. Ron Wyden. A law firm commissioned by Apollo, however, said the advice saved Black as much as $2 billion.

While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.

The Securities and Exchange Commission proposal would eliminate a ban on investment advisors receiving government contracts within two years of making political contributions. The agency says existing laws can address pay-to-play conflicts of interest.

Fee increases Charles Schwab is adopting for its in-house advisory business will keep a cheaper alternative for high net worth clients while helping to plug revenue holes.

Token prices have collapsed significantly. Enterprise bills have grown anyway. Here's what advisors should know before scaling up their AI usage too quickly.

One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a growing rival to the giants of the custody channel.