A new survey from DeVoe & Co. suggests a big shift in what RIA firms need today in order to attract potential acquirers. (Hint: It's no longer just superstar advisors.) ...

Even as markets sometimes touched all-time highs, there was a general feeling of uncertainty among advisors and clients. Experts say that's why several tried-and-true strategies became more attractive ...

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

Overspending, liability risk and emotional strain. Clients who ignore advice can jeopardize their own finances and create real challenges for advisors. But a few key strategies can help limit the ...

While the term "financial supermarket" may have gone out of fashion, firms still see opportunity to boost profits and keep clients loyal by blurring the lines between banking and wealth management.

Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over ...

Artificial intelligence has been integrated in the back offices of many firms. In 2026, expect to see it make the leap to the front office.

Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief ...

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset ...

This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter ...

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from ...

Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, ...