With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.

Over a third of all advisors plan to retire in the next few years, leaving an industry gap tens of thousands short of anticipated demand. How can firms keep up?

The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.

The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.

Internal succession planning is messier but aligns with a true fiduciary firm's core values, argues Neela Hummel of Abacus Wealth.

Red flags may abound, but so do arguments for an extended equities streak. Keeping clients on an even keel is crucial.

Much like deciding the right client headcount, choosing whether to fire a customer or turn away new business represents an important step in a firm's development.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

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.

LeCount Davis, Stanley O'Neal, Maggie Lena Walker, June Middleton and Gerald B. Smith transformed wealth management, investment management and personal finance.

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

The annual ranking of the fee-only RIAs with the most assets under management — see the top firms.