Financial Planning

Based on info given by the National Payments Corp of India (NPCI), the Unified Payments Interface (UPI) saw big growth...

Financial advisors now have an important example to point to when explaining a key limitation of donor-advised funds: Sponsors retain...

Independent brokerages and registered investment advisory firms are winning the financial advisor recruiting race, but they can't afford to get...

A few weeks ago, I walked into a client meeting with an entrepreneur who was in the process of selling...

Many family offices, like their broader wealth management counterparts, aren't prioritizing the preparation of the next generation of decision-makers for...

Deciding to pay a current or future partner in equity is only the first step in a complex process for...

Advisors can get some hard data on how expenses change over a person's lifetime, help plan their clients' retirement income...

After the couple walked down the aisle, their advisor walked them through their finances. But when that couple decides they're...

Welcome to the June 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big...

Raymond James, already the top destination for advisor teams departing Commonwealth Financial Network, notched another big recruiting win with a...