Wealth management

Survey results from the payment processing firm AdvicePay suggest fee-for-service models for financial planning continues to grow.

After getting caught in the culture wars and suffering massive outflows, ESG funds looked down for the count. Here's what experts say is next.

The potential expiration of the Tax Cuts and Jobs Act leaves planners and their clients in limbo, but several strategies are in play today, experts said.

Nationwide found that women struggle to understand what to do with their savings once they hit retirement.

Wirehouses are struggling to manage complex compensation plans and retain their employees, among other issues they face.

How much is a garage space worth? After their parked car was destroyed on the street, one New York couple considers going to extremes.

The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.

Authors add that the asset class can still be a welcome source of diversification for investors who can stomach the risk.

Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.

A magistrate judge finds the clients' family failed to put forward 'legally sound' claims that JPMorgan breached any duties by putting an elderly couple into risky securities tied to oil and gas.

Ameritrade, Schwab topple Vanguard, T. Rowe Price in J.D. Power's 2024 investor satisfaction survey; rankings had a shake-up as DIY investors demand more personalized service.

The lawyers representing the claimants in a recent FINRA arbitration case say they have scores of clients still seeking to secure pay they contend they're owed after departing for another firm.

Products with much higher yields than sweep, checking or savings accounts are available, but research suggests some advisors are missing the opportunity.

Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.

The $72 trillion generational handover demonstrates the undeniable momentum of Black wealth in the U.S.

Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.

April Rudin, a marketing consultant and the founder of The Rudin Group, joins us to discuss steps advisors should take when building their brands and pitfalls they should avoid.

A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.

More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country's ability to pay its bills.

The team builds momentum for the firm's recruiting efforts in the West.