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

Advisors have had to comply with the Securities and Exchange Commission’s update to advertising for three years, but many are falling short on disclosures.

We've all heard stories of lottery-jackpot winners who have blown through their fortunes. So, if you happen to be one of the winners of Wednesday's $1.25 billion Powerball jackpot, then how can you ...

Change is inevitable in the financial services industry. Regulations evolve, technology advances, and client needs shift.

Behind the private equity-driven headlines, small- to mid-market RIA debt originators say 2025 was one of the most active on ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

In one instance, the advisor recommended an 81 years old client, with an annual income of less than $50,000 and a net worth ...

Given today's interest rate environment, bond ladders are appealing because even shorter-term bonds are yielding decently.

According to James Harold Webb, meaningful preparation begins not with legal documents alone, but with communication, clarity ...

In the Healthy Advisor Podcast, retired advisor Mark Singer shares how a 2022 stroke reshaped his view of success and led to ...

As the Great Wealth Transfer accelerates, financial advisors are shifting to multi-generational planning to prepare families for smoother, values-based wealth transitions.

Dublin, Ohio-based Alphera Wealth Advisors, which has $51 million in AUM, has joined Prospera Financial Services’ network of independent advisors, Prospera announced today. Founded by Christina ...