For some RIAs — particularly those that focus on financial planning — adopting a flat-fee structure can make more sense than ...

The number of private tax-advantaged foundations and the amount of assets contained in them has reached nearly $2 trillion, ...

Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared ...

There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.

Kathryn Miller covers wealth management and financial advisors for Financial Planning as part of the Dow Jones News Fund ...

Nearly two years into a pilot program designed to test remote inspections of brokers' residential and other remote offices, ...

The latest Financial Advisor Confidence Outlook (FACO) finds advisor sentiment turned slightly pessimistic again this month ...

This summer, Amplified Planning's Externship program saw 2,700 applicants — a record, and a sign that advisors are thirsting ...

Members of the Transparent Advisor Movement are meeting around the country in "Flat Fridays" events. And the collaboration is ...

As brokerage firms keep getting sued for allegedly not providing clients fair returns on their uninvested cash, the SEC tells ...

With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis ...

Michael Beloff has helped families with special needs while also understanding how to best take care of his own son with ...