Natasha Howe's friends were blowing up the internet as influencers, but they needed a financial advisor who could help get their financial lives in order. She now has a growing niche.

Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.

The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.

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.

Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.

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.