Newer contracts scrap conflict-laden commissions and aren’t as complicated for investors to understand. Will independent advisors bite?

FP’s annual RIA Leaders issue examines the industry’s fragmentation and diagnoses the problem with rankings.

LPL navigates its trickiest relationship with hybrid RIAs, and the stakes are high. After a year marked by hate and violence, Asian American advisors reflect on the industry’s potential.

According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?

After more than a year in lockdown, here’s what advisors think about returning to the office.

With 212 designations to confuse investors and advisors, here are credentials that count.

After the Schwab-TD merger, rival firms are reaching for new business opportunities. Is David sprinting past Goliath?

Winging it during the pandemic, advisors came up with new ways to connect with clients and prospects. The best hacks are here to stay.

Allegations of murder, years-long theft and “hidden secrets of the wealthy.” What happened — and where were the regulators?