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Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.

A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.

The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

A group of nine claimants said they lost millions after the UBS broker Andrew Burish recommended they place bets that Tesla shares would decline in value.

Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.

The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, privacy, integrity, legality and providing accurate information.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

The president of the firm's Private Client Group also discusses why advisor headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing their value propositions.

Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.

Also this week, Cetera closes on its purchase of Concourse Financial Group, and Raymond James appoints a head of AI.

A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI tools.

Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.

RBC's firmwide net income skyrockets despite rising costs, even as its advisor headcount holds steady.

The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.

Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other programs for middle and high schools.

Burnout, financial strain and boredom are the leading drivers pushing senior workers to stay in the workforce longer.