Practice

In an event led by two respected RIA thought leaders, FP recognizes a half dozen people whose talent and accomplishments have them poised to advance the planning profession. What are the key factors shaping the industry's future?

Behavioral finance is increasingly influencing how wealth managers serve their clients. How is the field evolving, and what are the freshest insights?

A new study found high rates of stress among professionals in the field, which is adjusting to a growing focus on work-life balance for employees.

After pinning down a client's interests and expectations of returns, the research and due diligence begins.

The industry's first "financial advisor assessment score" is showing wealth managers how they stack up.

The young and wealthy instead see more potential in assets like cryptocurrency, real estate and private equity, a study says.

It's virtually unheard of for financial services companies to go after their own lawyers, who wield immense power over their secrets. One expert calls it "playing with fire."

As college athletes begin cashing in and the diverse younger wealthy care more about values, two of the top wealth firms are meeting them where they're at.

Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.

Although putting money into alternative assets is already legal, some hesitate to do it because of perceived legal pitfalls.