Strains on U.S. consumer spending such as rising delinquency rates on credit cards largely indicate that Americans' debt is returning to pre-pandemic levels.

Explore the last year in Financial Planning magazines. Read each article, or download a digital version.

The combined net worth of the 500 richest people surged by $1.5 trillion in 2023, fully rebounding from the $1.4 trillion lost the year prior.

Musk, Zuckerberg, Benioff and Altman couldn't avoid standing in a negative spotlight.

Dallas saw three of Wall Street's largest banks start on new campuses this year, cementing their bets on one of the fastest growing metros in one of the fastest growing states.

The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.

It's cheers for pro bono advisors and people working to diversify the industry, and jeers for planners who defraud the elderly and big firms that let their regulatory responsibilities slip.

LPL Financial, Cetera Financial Group, Raymond James, Ameriprise and other industry giants drove a much bigger volume of transitions this year.

The pending acquisition furthers the firm's plans to be a dominant giant, but it also poses tests of its recruiting, capital structure and ongoing reorganization.

They're only 11% of the population, but older baby boomers have accumulated over $14 trillion in additional net worth since the end of 2019.

The T3 producer knows a thing or two about putting together a quality wealth management conference. Here's what stood out to him about Future Proof 2023.

Three financial giants have published reports on what they expect in 2024 — and they're surprisingly optimistic. Here's what they see coming.

Gregory Estes was convicted by a jury in the state court of San Angelo, Texas, following "an intense eight-day trial," according to a local news report.

As it seeks to bolster its U.S. presence, the Canadian bank's wealth management subsidiary has been one of the most active recruiters in the industry in recent years.

The founder and CEO of Ezra Group says having a California beach as your conference backdrop has the power to spark some truly interesting conversations.

Two frontrunners have emerged as possible successors to the long-serving CEO, but even more potential candidates wait in the wings.

The deal displays the growing flexibility LPL is offering financial advisors as part of its ambition to reach the entire wealth management marketplace.

A new Cerulli report suggests that one of banks' best opportunities to grow in the coming years is right under their nose, with a client segment they often ignore.

After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.