Practice management

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.

A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.

SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.

A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.

Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how to communicate with them.

The SEC's $1.8B off-channel communications crackdown shows how paused protocols can lead to crisis.

A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.

Financial Planning's latest continuing education quiz offers subscribers the chance to earn credit while staying on top of industry news.

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their clients' heirs.