Practice management

As the IRS scrutinizes large partnerships, they have new ways to report and correct errors in their returns.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.

Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.

Net income in the firm's U.S. wealth business revives following losses related to its City National subsidiary a year ago.

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.