Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.

The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.

Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other programs for middle and high schools.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

The popular online broker-dealer has caught regulators' eyes over its moves into market news, trading in sports games and other events, and a new premium credit card.

The tactics of the criminals who utilize AI are changing fast. However, there are also practical steps advisors can take.

The new group will be in charge of fighting fraud not only in digital assets also in social media platforms, artificial intelligence, machine learning and blockchain technologies.

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.