As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be replaced by technical advances.

For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.

Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.

Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.

As the RIA industry's own declaration of independence turns 86, its underpinnings have never been at greater risk, writes fiduciary maven Knut Rostad.

High-earning millennials and Gen-Zers now have two clearcut ways to pay down student debt — but with clarity comes a smaller margin of error.

Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.

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 positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

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.

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