But rather than turn to an estate planning attorney, they want to work on their plans with their financial advisors. That ...

The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey ...

Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last ...

Amid uncertainty with inflation and political concerns with midterm elections, the latest Financial Advisor Confidence ...

Zoe Sagalow is a reporter for Financial Planning covering tax, retirement and more. Previously, she covered bank regulation, insurance regulation and tax policy.

As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be ...

For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into ...

Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their ...

The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of ...