With rates averaging 7.60% and lenders scrutinizing reserves more closely, four advisors explain what clients get wrong before applying for a vacation home mortgage
Three industry leaders say the term has become marketing noise — and explain the specific questions advisors must ask before signing on
Nearly half cite regulatory pace as top risk as SALT audits intensify nationwide
New report shines a light on wealthy population and reveals where their living costs are highest.
CEO of KPC Private Funds says advisors gain an edge through institutional-grade access, not by chasing pre-IPO deals directly.
Business owners and their heirs may be making assumptions instead of having conversations, creating challenges for succession planning, according to new research.
Nearly nine in 10 parents say they’re comfortable discussing money with their children, reflecting a generational shift in financial education.
Ensemble Practice data show profit margins climbing for a decade while organic growth from new clients flatlines near historic lows.
Nearly half of adults in their 40s and 50s now support aging parents and adult children at once — and four advisors say a single blended allocation no longer works
New research finds owners want advisors who can help with more than just retirement planning.
On America's 250th birthday, four advisors who left wirehouses and major banks reflect on conviction, technology freedom, and clients who celebrated their leap.
Practice-level growth study finds a 24-point CAGR gap between top and bottom performers
LPL Financial Holdings shares hit an all-time high last July. They’re down 21% in 2026.
Three advisors who left wirehouses and broker-dealers say the hardest part wasn't the client conversation — it was everything they didn't expect
Millionaire numbers rose by close to one million but gains were spread unevenly across regions and segments.
Three RIA leaders say AI is eliminating back-office roles and marketing tasks — but financial advisors and planners are not on the chopping block
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
New research finds nearly half of family offices have defined wealth's purpose beyond investment, with next-gen engagement still lagging
Lawyer says families need to know the difference to protect their aging loved ones.
More than two in five Americans now lack the savings to cover an unexpected bill, with middle-income households increasingly caught in the squeeze.
