Portfolio

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

A group of nine claimants said they lost millions after the UBS broker Andrew Burish recommended they place bets that Tesla shares would decline in value.

Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

Also this week, Cetera closes on its purchase of Concourse Financial Group, and Raymond James appoints a head of AI.

A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI tools.

Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.

RBC's firmwide net income skyrockets despite rising costs, even as its advisor headcount holds steady.

The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.

Wells Fargo joins Bank of America, Citi and Charles Schwab in stepping away from its DEI policies.