ABLE accounts get huge expansion in 2026 — what advisors should know
Starting in 2026, the starting age limit for those with significant disabilities to take advantage of these tax-advantaged savings accounts has been raised by 20 years.
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Arbitrators blast JPMorgan for 'pattern' of post-resignation firings
A FINRA arbitration panel finds a "pattern" in JPMorgan's attempts to blacken the regulatory records of advisors moving to rival firms.
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Why claiming Social Security at 62 isn't a mistake
Financial advisors often urge clients to delay Social Security to maximize benefits, but new research suggests early claiming may be a rational choice for most households.
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Osaic's American Portfolios settles FINRA 'sweeps' case for $5.1M
American Portfolios Financial Services, a formerly independent brokerage now under the Osaic umbrella, was accused of not being forthright about its handling of clients' uninvested cash.
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The 10 books financial advisors loved in 2025
For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.
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These stocks are the biggest winners and losers in 2025
It's no surprise that AI saw big gains, but some longstanding winners saw their fortune flag.
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A resolution for RIAs: Get ahead of the AML rule
A detailed to-do list for SEC-registered firms to build a foundation for compliant and effective anti-money laundering protocols.
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Bonds defied the risk signs in 2025. What's the outlook for 2026?
Fixed-income represented a surprising bright spot in 2025, despite the warnings of "bond vigilantes" and inflation pressure. Here's the outlook for 2026.
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Stifel's tab for barred broker nears $200M
Chuck Roberts, who was banned from the industry in July, continues to rack up customer disputes and big settlement amounts for his former firm.
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2026 expert predictions: What's next for wealth management
From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.
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Former Carson Group marketing executive drops discrimination lawsuit
Mary Kate Gulick's case was dismissed with prejudice, a year after the case's allegations against a major RIA drew significant attention across the industry.
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Why charity can be an heir's best option for tax-inefficient IRAs
Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.
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J.P. Morgan finds critical flaw in fixed retirement withdrawal strategies
Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.
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The biggest wirehouse and regional moves of 2025
The loss of a $129 billion team for Merrill set the high-water mark in a year that also saw the departure of huge teams from UBS, JPMorgan, Wells Fargo and Oppenheimer.
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Trump accounts: The details advisors need to know
Treasury Secretary Scott Bessent outlined how Trump accounts could be opened, managed and used for children's savings and future retirement. Here's what advisors should know.
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Rockefeller pulls UBS team; Ares invests in Steward: Advisor Moves
Rockefeller becomes the latest firm to benefit from a steady stream of advisor defections from UBS this year.
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The top 10 criminal tax cases of 2025
The IRS Criminal Investigation unit cited its top cases that led to multiyear prison sentences and multimillion-dollar financial settlements for tax crimes.
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FP's most popular stories of 2025
These are the stories and issues that readers gravitated to in the last year.
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Bitcoin's slide sets up an unusual tax harvesting opportunity
Unlike equity investors, who must plan around the 31-day exclusion window, cryptocurrency holders can sell and repurchase in the same session.
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RIAs, wirehouses expect sweeping regulatory changes in 2026
Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
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