Financial Planning

A few weeks ago, I walked into a client meeting with an entrepreneur who was in the process of selling...

Many family offices, like their broader wealth management counterparts, aren't prioritizing the preparation of the next generation of decision-makers for...

Deciding to pay a current or future partner in equity is only the first step in a complex process for...

Advisors can get some hard data on how expenses change over a person's lifetime, help plan their clients' retirement income...

After the couple walked down the aisle, their advisor walked them through their finances. But when that couple decides they're...

Welcome to the June 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big...

Raymond James, already the top destination for advisor teams departing Commonwealth Financial Network, notched another big recruiting win with a...

The vast majority of women investors, 95%, believe their financial advisors treat them with the same respect as their male...

If advisors in Charles Schwab's vast network of outside RIAs ever feel they're in competition with the firm's in-house wealth...

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that...