High valuations fuel demand for a once-niche hedging strategy
After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options strategy be the right tool for the moment?
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FP Alpha unveils integration with eMoney
The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct connection between financial planning and tax, estate and insurance data.
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RIA Leaders 2025: Download FP's list of the 150 largest fee-only RIAs
The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts and financial advisors.
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The oldest RIAs are 85. How did they become a $144T industry?
Fiduciary laws trace their roots to ancient times, but the terms of the Investment Company Act of 1940 and the Investment Advisers Act are still evolving today.
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Booth's DFA gets green light for tax-busting Vanguard design
Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.
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What assets are wealth managers picking up versus dumping?
Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.
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Should advisors let rare coins jingle in client portfolios?
Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are rampant, so buyers should beware.
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Planning for internal RIA succession? Experts say it takes a decade
The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation than most RIAs have undertaken, experts say.
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Wells Fargo pulls $3B private wealth team from Merrill
The Munster Freeman Group will add to Wells Fargo's offerings for wealthy and ultrawealthy clients with offices in the Los Angeles area, Arizona and Colorado.
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An increasingly popular fee structure divides RIA advisors
A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.
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UBS loses a $6B team, gains a recruiting head from Morgan Stanley
Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to oversee its recruiting efforts.
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Advisors say this is their toughest challenge. Here's how they're solving it
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 clients and the business.
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UBS, Morgan Stanley, RBC, Merrill: Biggest advisor moves this week
RBC pulls $1.2B and $705M teams from rivals, Merrill gets a $420M duo, and several large M&A deals close.
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New book illuminates advisors' roles in overcoming financial trauma
Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.
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Congress renews effort to require 401(k) contributions by employers
A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.
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Congress renews effort to require 401(k) contributions by employers
A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.
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Senate Democrats warn of 'tax bomb' for student loan borrowers
Borrowers who receive discharges of their student debt under the Income-Driven Repayment program could be facing tax bills as high as $10,000 next year.
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Alarmingly few wealth firms have more than handshake succession deals
Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.
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Alarmingly few wealth firms have more than handshake succession deals
Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.
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IRS ups limits for 401(k) and IRA contributions in 2026
The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation.
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