Portfolio

Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.

Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to face increased competition from other groups.

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

Also this week, LPL pulls a big team from Raymond James, Merrill from Morgan Stanley and Dynasty from CIBC.

To some market-watchers, that undercuts the spirit of what private equity investments are supposed to provide.

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.