Practice management

From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' retirement income.

The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.

AI-powered wealthtech tools can backfire unless they're easy to use, jibe with advisor workflows and produce results, argues LPL Financial's chief product officer.

The question has turned into something of a paradox because of the related, but different, rise of RIAs and how that has affected independent brokerages.

Financial Planning's latest continuing education quiz offers subscribers the chance to earn credit, sharpen professional knowledge and brush up on relevant skills.

Siblings, spouses, children and parents in the wealth management industry have found fulfillment and success going against this common wisdom, though it can present challenges.

At Financial Planning's recent AI Virtual Summit, Sameer Munshi of EY Consulting discussed how advisors could use the burgeoning technology to safely test client messaging and more.

Recruiters say firms routinely cover advisors' lost deferred compensation in offer packages. Those deals are complicating efforts by advisors who contend they're still owed backpay.

Deploying mindful nutrition habits throughout the workday staves off advisor stress while sharpening analytical thinking and client communication skills.

A range of perks and parties could help advisors forge deeper relationships and generate valuable leads, often without breaking the bank in the process.