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The SEC has quietly approved key rule changes that make crypto ETFs more efficient and appealing to institutions — a symbolic shift toward wider acceptance of digital assets in Washington.

Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.

The move could impact future studies on retirement trends, policy and aging in America.

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.

The new law could impair young talent's ability to save for retirement, making it leaders' responsibility to act proactively.

When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, his first order of business was being an "early adopter" of these emerging tools.

A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.

SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.

As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major acquisition.

A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.

The large St. Petersburg, Florida-based wealth management firm claimed its best advisor recruiting figures since the global financial crisis, though it didn't cite specifics.

The Fed's rate cuts last year also took a toll on the company's results for the second quarter, when there were sharp drops in the flow of incoming client holdings.

Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how to communicate with them.

House Republicans are aiming to pass provisions that were removed from President Donald Trump's "one big, beautiful bill."

The SEC's $1.8B off-channel communications crackdown shows how paused protocols can lead to crisis.

A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.