Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.
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Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.
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Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.
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Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.
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In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
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Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
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The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.
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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.
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Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.
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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.
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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.
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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.
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It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.
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Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.
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Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
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