Financial Planning

A little more than one week in, the SEC's request for public feedback on novel exchange-traded funds — those that...

For the last time before Commonwealth Financial Network financial advisors move to LPL Financial, they gave the firm the top...

For seven years, every opportunity zone conversation carried the same warning: Hurry — the benefit ends at the close of...

To veteran financial planner and business manager Louis Barajas, the underrepresentation of Latinos in the profession ties into the U.S....

Some clients might be better off stocking a health savings account to the gills and leaving it relatively untouched —...

I watched a financial advisor accept an AI-generated summary of a client's estate situation without first reading the source documents...

The first half of 2026 has seen significant headline-driven market uncertainty, from geopolitical events to inflation risk. Given the level...

Nearly half of Americans are motivated by fear to make sure their financial affairs are in order. But rather than...

Operating profit margins have hit a 10-year high for advisory practices, while organic growth rates have dropped to a 10-year...

In its bid to retain client assets and advisors from its acquisition of Commonwealth Financial Network, LPL Financial has secured...