Practice management

Cryptocurrency has proven to be a volatile investment. Learn how to manage client expectations. Part 5 of series.

An anxious father with a disabled child considers the unthinkable: Withdrawing his entire retirement plan.

Plus, an investment platform from Private Advisor Group and outsourced chief investment officer tech for RIAs of all sizes.

Taking effect on Nov. 4, new advertising standards will allow client testimonials and bring together prohibitions on false and misleading language.

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

Core assumptions that underpinned record growth in recent years no longer hold.

A behavioral science researcher and an HBCU planning professor gave financial advisors tangible steps that can alter the industry's legacy of exclusion.

Noncompliance with a thicket of U.S. and E.U. rules risks regulatory scrutiny and, in some cases, steep fines.

Even if headcounts become more diverse, progress will stall if the culture of the industry isn't addressed.

We are now accepting nominations for two prestigious rankings: Top 40 Brokers Under 40 and Top Regional Brokers Under 40.

A lucrative deduction for luxury vehicles used at least half the time for business will start tapering come 2023.

Fidelity Investments is hiring an additional 100 people for its digital assets unit, stepping up an expansion that started in May and taking advantage of turmoil among crypto firms to lure talent. 

While cryptocurrency is more modern than traditional finance, it shares some aspects of traditional finance including exchanges, custodians and brokers. Part 4 of series.

Revealing how much you've really saved — or haven't — can be uncomfortable. Fortunately, experts have some tips on how to do it.

The explosion of software is cutting into workers' ability to get anything done.

Supporters of panel credit it for collecting data on firms' C-suites, boardrooms. But it's unclear if Republicans in charge would walk away from the efforts.

Rankings compiled through FP's annual RIA Leaders study show how the largest firms are growing at a record clip in offices across the country.

In an event led by two respected RIA thought leaders, FP recognizes a half dozen people whose talent and accomplishments have them poised to advance the planning profession. What are the key factors shaping the industry's future?