Accounting

As the first woman to medal in both the Summer and Winter Games, Lauryn Williams knows a thing or two about pivoting into a new role.

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

Competition from the nonprofit and for-profit sectors has increased exponentially, says Lauren Schadle, chief executive of the FPA.

Its premium offering will switch from an asset-based fee to a $30 monthly subscription.

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.

Commissions and cash-sweep revenue jumped by more than a combined $100 million in 2018 — even as the parent firm’s longtime chairman left the company.

The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.

Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.

Modifications should be made as soon as they determine their liability for 2018 and the impact of the new law on their returns, an expert says.