Practice and client management

Financial advisors and tax professionals say many clients get too fixated on April 15 without understanding the benefits and ease of pushing back the deadline.

Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.

Only 27% of Americans have talked to their descendants about their future inheritance. Here's how financial advisors can help.

Less than two years after the firm's launch, it has reached 60 financial advisors and $7 billion in client assets. Here's a look at its expansion strategy.

Barry Sommers comes in for high praise amid his firm's attempts to move beyond the banking scandals of its past.

A new GAO study adds more fuel to the research suggesting the agency should be probing more rich households. Tax pros say those efforts will have big implications.

In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.

A lawyer says the industry has been on notice at least since the "Boom Boom Room" scandal of the 1980s that hostile workplaces won't be tolerated.

Carolyn Armitage has witnessed the long-term shifts in the industry over her career. That's part of why she decided to launch a consulting firm, she tells FP.

When it comes to growth, a stalled advisory practice isn't a sign of failure. Pushing your firm to the next stage is a matter of learning to optimize your business.

AlTi Global's massive infusion from Allianz X and Constellation Wealth signals one of many potential paths for new sources of capital into the industry.

U.S. adults are intensely worried about their finances — and their kids are even worse. Here's how advisors can help, and foster new clients in the process.

Clients across generations have different expectations of their financial advisors. Here's how everyone wins.

The firm's big tech investments and history working with banks attracted Wintrust, the CEO of its wealth division told FP.

What if you viewed busy season as an opportunity to make continuous improvement?

Threats large and small in a fragmented channel of the industry make operating an independent advisory firm tougher than it may appear, experts say.

Too many clients are having important conversations with financial planners who don't share a similar background. That needs to change.

The No. 1 independent broker-dealer is paying a pretty penny and delighting Wall Street analysts. Here's a deep look at the larger significance to the industry.

The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.

Industry lawyers say the case shows that "half disclosures" of brokers' conflicts of interest won't be enough for regulators.