Which registered investment advisors have the best work culture? Here are the top 52, according to the employees themselves.

Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.

A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.

JPMorgan's Chase Private Client group used false evidence to get rid of an advisor. This is how the firm tried to make sure no one knew. By Ann Marsh ...

Northwestern Mutual’s practices raise difficult questions about the nature of retail advice just as wealth management faces greater scrutiny under new rules.

From AAI to WMS, there are 242 designations for financial professionals. Here's a quick primer on the most important ones — and how to get them.

More than three-quarters of those who passed the test studied at least 10 hours-per-week, according to a recent study.

Advisors at wirehouses and their regional rivals will have to produce a bit more revenue in 2024 to maintain their take-home pay for last year.

Advisors should move quickly with new estate planning advice for clients now that the Secure Act has passed. This law, which eliminated the stretch IRA plan for most nonspouse beneficiaries and ...

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.

Artificial intelligence-powered notetakers have exploded in use among financial advisors looking to maintain a technology edge.