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While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities without flexible distribution provisions could take a big hit.

In a lengthy court reply, advisors who left Merrill this week to form an RIA with Dynasty Financial Partners accuse Merrill of "bad faith" for putting them on administrative leave and failing to reinvest in their business.

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one significant challenge stands out.

Also this week, Raymond James draws from Commonwealth again amid that firm's absorption by LPL Financial, and Osaic adds advisors with nearly $800 million in AUM.

Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.

Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.

Take Financial Planning's latest self-study continuing education quiz for an hour of credit toward maintaining professional certifications.

Independent financial advisors get a lot of flexibility, but a study by Deloitte and Wells Fargo FiNet delves into the complexity of expanding successfully.

AI-powered search results have changed how SEO works. Simple tweaks can help financial advisors and their firms show up much more frequently in no-click search results, experts say.

Merrill is also adjusting the incentives it gives advisors for steering clients into banking products.

One of the most lucrative tax breaks corporate America won in Trump's economic legislation is hitting a roadblock in a minimum tax Congress set three years ago.

For clients holding crypto, about half have experienced notable losses. But 70% have experienced notable gains, the latest Financial Advisor Confidence Outlook found.

The events for prospective clients may sound old-fashioned or too sales-focused, but marketing experts and advisors explain how they can be powerful lead tools.

Merrill accuses industry rivals of conspiring with a group of former employees to remove confidential client information and trade secrets for the formation of a new RIA.

For advisors who invest in cultural understanding, bilingual support and education, the growth opportunity is vast.

Firms are increasingly looking to provide high net worth clients with services stretching beyond basic wealth management. The offerings include everything from help with cybersecurity to taking out complicated loans.

Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.

The plan is just "phase one" in a broader proposal to allow greater trading with digital assets.

JPMorgan credits Sieg for helping to oversee the absorption of First Republic Bank and drive the firm's revenue and net new asset figures higher.

New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles.