Practice management

Several advisors answered the call with their strategies for tackling this potentially sticky situation.

A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.

These firms ramped up their ranks through recruiting and M&A deals at notable rates over the past decade — even as the channel experienced record growth.

The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

The new rule comes after advisors had expressed concerns about personal safety and data privacy.

Workers are less satisfied with their job and looking for other opportunities.

Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.

The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.

Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.