SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect ...

A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce ...

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual ...

As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major ...

The large St. Petersburg, Florida-based wealth management firm claimed its best advisor recruiting figures since the global ...

A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases ...

The Fed's rate cuts last year also took a toll on the company's results for the second quarter, when there were sharp drops ...

Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how ...

A period of deregulation has been anticipated across U.S. financial services since January's change in administration, with ...

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their ...

Financial Planning's latest continuing education quiz offers subscribers the chance to earn credit while staying on top of ...

While the right limited production vehicle could go sell many millions at auction, the market remains volatile.