Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.

Firms are using AI more than ever, but few have adopted clear policies outlining human oversight or how third-party vendors should handle cybersecurity.

As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.

Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.

Even though some firms have been able to command top dollar selling themselves to large aggregators, plenty of variables are still helping to hold purchase prices in check.

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.

Young financial planners weaned on sports betting and prediction markets must lose their quick-reward mindset to build long-term financial plans, says a professor at Rutgers Business School.

The case for active bond management is compelling, given increased market volatility and persistent economic uncertainty, argues the president of Toews Asset Management.

Beyond numbers, data and spreadsheets lies the real value of financial planning: building human connection to help clients reach their goals.

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

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.