Tobias Salinger

A new ranking of the channel by SmartAsset includes arms of Sammons Financial Group and McKinsey and global portfolio management firm Cambridge Associates.

Here's a breakdown of the most important proposals and debates circulating in policy circles ahead of this year's election and a big Supreme Court decision.

From 19K+ submissions, FP presents a handful of the most pertinent points; here's how Charles Schwab, the Consumer Federation of America, the Investment Company Institute and others argue the rule will affect wealth management.

The arguments in Moore v. U.S. carry major potential implications, but these 14 excerpts suggest SCOTUS will deliver a less sweeping decision next year.

Here's a list of Financial Planning's most important stories in the past year involving the vexing array of complexities with paying Uncle Sam.

The AARP, the Chamber of Commerce, Cetera, Betterment, FPA, CFP Board, NAPFA, FSI and other stakeholders weighed in on the agency's rule proposal.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

LPL Financial, Cetera Financial Group, Raymond James, Ameriprise and other industry giants drove a much bigger volume of transitions this year.

Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.

The pending acquisition furthers the firm's plans to be a dominant giant, but it also poses tests of its recruiting, capital structure and ongoing reorganization.