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    Financial planning founders started a movement and created a profession

    They developed the art and science of financial planning and set high standards for its practitioners.

    529 savings plans are not just for college anymore

    Thanks to changes in the tax law, 529 plans are being used as estate planning tools and to pay for more education-related expenses than ever before.

    Competition among TAMPs heats up

    Financial advisers' growing interest in outsourcing is luring new entrants to the turnkey asset management platform space.

    LPL follows the money

    As its fee-based advisory business continues to grow, the country's biggest IBD wants to keep more of its RIA assets at home. It won't be easy.

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    INTV

    Michael Kitces: Efficiencies become crucial for advice firms when they grow

    Advisers should formulate a plan for firm growth or they could have lots of clients, and still be unhappy, said the co-founder of the XY Planning Network.

    INTV

    Next generation clients want advisers to help them live better lives

    XY Planning Network CEO Alan Moore said younger clients actually are more willing to pay for advice than older people if they are shown the value of the services.

    Strengthening client-advisor bonds

    Sep 24

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    It's no coincidence that the most successful financial advisors have deep and long-standing relationships with their clients. Clients who consider their advisor a trusted individual and not just someone they hired for financial guidance are most likely to not only continue to use that professional...

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    Making a DC plan's nest egg last a lifetime

    Should RPAs add general wealth management?

    The chief ETF cost that advisors often overlook

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    Advisers on the Move

    Track the latest teams of advisers and brokers changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and IBDs.

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