Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.

From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.

Even though some firms have been able to command top dollar selling themselves to large aggregators, plenty of variables are still helping to hold purchase prices in check.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.

The OZ tax benefit for capital gains will still apply in 2027, but the original rule has an advantage worth weighing.

Young financial planners weaned on sports betting and prediction markets must lose their quick-reward mindset to build long-term financial plans, says a professor at Rutgers Business School.

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

Traditionally, regional firms were places where advisors with mid-level revenue production could find comfortable homes. Janney and RBC show how that's changing.

Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.