Financial Planning

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that...

Client referrals have entered the arena in the ongoing battle between humans and machines, with 8.7% of high net worth...

Holders of the CFP mark still make more than advisors without the certification, although that premium declined slightly in 2025.Processing...

The contribution limit for health savings accounts went up, creating an occasion for advisors to remind clients of the advantages...

The image of an older couple walking on a beach at sunset near a lighthouse, paired with a tagline on...

With AUM totals hitting a record high, RIA owners eyeing an exit sale now have more leverage to demand higher...

The One Big Beautiful Bill Act is delivering one of the largest tax cuts in a generation, with the nonprofit...

CFPs have come out swinging against a rule that would allow alternative assets in 401(k)s, according to comments submitted to...

Financial advisors and other investors have, by and large, been choosing passive funds over active management for decades, thanks to...

Scott Bishop of Presidio Wealth Partners says he knew some clients would be so eager to get in on AI...