Financial advisors urge wealthy clients to maximize 2025 donations before a new tax law in 2026 will limit deductions.

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

Learn how AUM, ARPC, and net profit margin can enhance your financial advisory firm's growth and performance for better client outcomes.

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

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

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

In terms of business continuity, “We don't leave until the client says, ‘yeah, I'm comfortable with so and so now and I know ...

Discover the average salary and benefits of financial advisors, including bonuses and commissions, to understand the full compensation spectrum in this career.

An advisor quartet managing $300 million also joined an indie practice within Ameriprise, while Commonwealth Financial ...

In one instance, the advisor recommended an 81-year-old client, with an annual income of less than $50,000 and a net worth of ...

Mercer Global Advisors has acquired McConnell Financial Advisors, an Idaho boutique financial planning firm with about $130 million in assets under management.