Practice and client management

The largest fee-only RIAs expanded rapidly in the past year, but a new No. 1 led a group including Savant, Moneta, EP Wealth, Modera and The Mather Group.

From baggage tags to homemade tamales, here are some of the gifts financial advisors are giving to make clients' holidays merry and bright.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

Tech defects complicate Citi's already longshot bid to build a world-class wealth management business.

Health coverage. Holiday parties. Golf, football and soccer simulators. Learn why Dana Investment Advisors is the best place to work for money managers.

Financial Planning surveyed money managers across the country to find the firms where they truly thrived. Here are the top 18.

The bulk of the haul came from the bankrupt crypto company Terraform Labs. But Morgan Stanley, LPL Financial, Ameriprise and other big firms also came under scrutiny.

Experts say firms that seek to serve technology-savvy clients would do well to provide the digital tools they desire.

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.