The Munster Freeman Group will add to Wells Fargo's offerings for wealthy and ultrawealthy clients with offices in the Los ...

Michael Kitces, CFP, a Financial Planning contributing writer, is the head of planning strategy for St. Louis-based Buckingham Wealth Partners; co-founder of the XY Planning Network and AdvicePay; and ...

Nathan Place is a national reporter at American Banker. A native of New York City, he has worked for more than a decade in both print and video journalism. He got his start in Beijing, where he worked ...

Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to ...

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for ...

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only ...

Toby is a veteran journalist with more than a dozen years of experience in the field who joined Financial Planning in 2017 after prior tenures with the New York Daily News, Commercial Observer and ...

Sometimes recruiting deals in wealth management can resemble a busy airport with advisors coming and going from the same ...

A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.

Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is ...

The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can shave hours off the production of plans, stock analyses, even web pages. But ...

Jeffrey Levine, CPA/PFS, CFP, MSA, a Financial Planning contributing writer, is the lead financial planning nerd at Kitces.com and director of advanced planning for Buckingham Wealth Partners.