New research highlights a widening planning gap among childfree savers, with lagging estate and long-term care planning exposing unique risks — and opportunities for advisors.

A new risk alert calls out firms for improperly disclosing relationships with outside promoters brought in to provide a testimonial or endorsement.

The recent fall in the price of bitcoin and other cryptocurrencies is likely to blame, experts say, but don't expect that decrease to continue forever.

The GENIUS and Clarity Acts and SEC guidance on custody clear a path for advisors recommending digital asset strategies, albeit with expanded diligence protocols.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset ...

Raymond James has lost not one but two big-names executives from its independent channel in what otherwise was a lights-out ...

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from ...

Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief ...

As ERISA rules around alternatives ease, more workplace plan advisors are warming to once-niche investments like private equity and private credit. But advisors remain skeptical of certain asset ...

This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter ...

Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, ...

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.