Wealth management

SmartAsset looked at nearly 11,000 financial advisory firms that are registered with the SEC and headquartered in the U.S.

New survey finds that investors are concentrating on long-term planning, but plans vary widely on when — or if — they will be able to retire.

Onex Corporation’s private equity arm is investing in an RIA consolidator that’s been nearly as active in M&A as another firm in its portfolio.

Join Financial Planning's Editor-in-Chief, Chana Schoenberger, Chief Correspondent Tobias Salinger, industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes the financial advisory sector is undergoing.

Jude Erondu wants to help his oil-ravaged homeland, and other developing areas, through sustainable investing.

Meet the 10 early-career financial planners who won this inaugural award.

Digital currencies are gaining interest, but there are still many reasons to be cautious.

Enrique Perez started helping his immigrant parents with their finances in college. Now an advisor, he wants to do the same for others in similar disadvantaged situations.

Tammy Williams spent 20 years in corporate America before pivoting to giving clients advice in 2017.

What the investment journey of an embattled public pension plan can teach us about income, cash flows and preparing for the worst.

This new list celebrates 10 financial planners early in their careers who are on a path to change the industry.

The firm will release six exchange-traded funds covering strategies ranging from value to growth.

The delicate balance between the No. 1 IBD and its ‘critical clients’ is evolving as the industry changes.

A new report raises questions about how much money is being shuttled between DAFs, rather than distributed to charity.

The LearnLux scholarship will be awarded annually and provide recipients with the guidance, resources and tools necessary to pass the CFP exam within 19 months.

Special-purpose acquisition companies — better known as SPACs, or blank-check companies — made a splash during the COVID-era retail-trading surge.

The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.

An evolution in alternative investments is giving the $73.3 trillion high net worth capital base expanded access to PE and other strategies.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

Clients shouldn't confuse risky, short-term assets like meme stocks and cryptocurrencies with long-term investing.