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As optimism about potential Fed rate cuts fades, attention — and inflows — shift to bonds.

U.S. adults are intensely worried about their finances — and their kids are even worse. Here's how advisors can help, and foster new clients in the process.

Planners who recommend the increasingly popular charitable vehicles could face penalties for what's currently a pretty common practice in the industry, experts say.

The lowest-ranked states have property and unemployment insurance taxes like every state, but significantly they also have complex, non-neutral taxes with comparatively high rates.

Almost all retirees had regrets about how they planned for life after work. Is it possible to ever be prepared?

From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare.

Clients across generations have different expectations of their financial advisors. Here's how everyone wins.

The 20% deduction for the qualified income of pass-through entities has strong supporters and critics. Here's how tax experts say it could play out if made permanent.

The firm's big tech investments and history working with banks attracted Wintrust, the CEO of its wealth division told FP.

What if you viewed busy season as an opportunity to make continuous improvement?

Avantax, Osaic and Mariner deals demonstrate M&A impact on compensation and an interest in territorial expansion.

After IBM unfroze its pension, some wondered if this was the start of a defined-benefit renaissance. Researchers say that's not what it was about.

Threats large and small in a fragmented channel of the industry make operating an independent advisory firm tougher than it may appear, experts say.

The wealth management giant sees piles of cash waiting "on the sidelines" as a way to boost assets under management and profit margin.

The agency will begin three to four dozen new audits this spring to see if inappropriate deductions were made.

Too many clients are having important conversations with financial planners who don't share a similar background. That needs to change.

Catherine Williams and Daron K. Roberts spoke with Financial Planning about building leadership skills and making time for self care.

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

The Fed's decision to keep interest rates unchanged and FINRA's battle for its continued existence are among the developments on Capitol Hill that are critical to wealth managers.

The No. 1 independent broker-dealer is paying a pretty penny and delighting Wall Street analysts. Here's a deep look at the larger significance to the industry.