Finance and education veteran Walter Rendon wants to ensure that more young people get the training and mentorships that helped him break into the field.

For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

The intersection between HNW clients and private markets is no longer about distribution, but integration.

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.

An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.

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.

Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.

It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.

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