Practice and client management

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

A former wealth manager contends she was unfairly denied disability payments after fibromyalgia and other health complaints forced her to stop working in 2022.

The New York firm is No. 1 on Financial Planning's list of the best RIA workplaces. Here's how it got there.

Which registered investment advisors have the best work culture? Here are the top 52, according to the employees themselves.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

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.

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

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

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.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.

A government watchdog reports that Labor Department regulations haven't made much of an impact on the levels of disclosure and comprehension.

LPL's financial professionals now have access to a vetted package of AI-powered tools for their practices.