FP's November CE quiz available; earn credit now
FP's general knowledge continuing education quiz is aimed at keeping advisors current on timely, important issues in wealth management — and helping them maintain professional certification.
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Why advisors keep saying goodbye to Commonwealth, LPL Financial
LPL executives have said they're well on the way to retaining 90% of the client assets they're seeking to bring over from their recent purchase of Commonwealth. But advisor departures have ticked upward.
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Free AI tools fall short for advisors handling client data
The hidden costs of free AI tools go beyond simple feature upgrades. Non-enterprise versions of AI tools often lack advanced data protection features.
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As 2026 nears, advisors address financial resolutions with clients
With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and spark action.
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Finance billionaires warn of rising private credit risks
Concerns grows that the the $1.7 trillion private credit industry could be adding hard-to-detect risks to the U.S. financial system.
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UBS bets on advisor training while CEO gives reality check on profits
As CEO Sergio Ermotti says it's almost impossible for the firm's U.S. wealth management business to match rivals' profit margins, UBS seeks to help new and existing advisors sharpen their expertise.
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Gen Z investors are all-in on Roth. Here's why
Generation Z is favoring Roth accounts like no generation before, new Fidelity research shows. Here's why younger investors are betting on post-tax retirement savings.
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10 best-, worst-performing international equity funds of past 3 years
Falling client risk tolerance and domestic turmoil may mean that these international equity funds could be more attractive to investors looking for diversification.
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NewEdge nabs $6B team, Janney pulls from UBS: Advisor Moves
Wells Fargo recruits a $543M JPMorgan team, Raymond James adds a $360M family practice and Beacon Pointe acquires a women-led RIA.
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Why abandoning maximum returns can work with glide paths
Glide paths may not deliver the highest returns, but experts say they account for behavioral limits that other strategies overlook.
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The top fee-only RIAs ranked by AUM in 2025
This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 billion combined.
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Big tech outages don't have to shut down business for prepared advisors
Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and data to prepare for the next outage.
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Morgan Stanley's complex bitcoin bet draws $104M during rout
A hedging product tied to bitcoin offers investors enhanced gains and downside protection — as long as an underlying ETF doesn't lose more than 25% of its value.
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LPL takes minority stake in OSJ Private Advisor Group
At a time when private equity ownership is causing clashes between independent broker-dealers and some of their largest advisory teams, Private Advisor Group found another option.
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How local SEO marketing lets growing RIAs compete
Every independent RIA has unique access to one niche: the prospects in their own ZIP code. Smart advisors can turn that information into a community-based customer pool.
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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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