Tobias Salinger

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Gratitude is the glue of all relationships. For advisors seeking to grow their assets, it can also be a gift that keeps on giving.

See which firms in the channel have the most assets under management and meet a six-part criteria eliminating firms that take commissions in any form.

Voices In today's world, you simply can't avoid discussing generative artificial intelligence.

While the "retirement security rule" comprises the main part of the potential regulation, other shifts in existing standards will affect financial advisors as well.

The price tags of hundreds of M&A deals for registered investment advisory firms draw most of the attention each year, but the tax implications reverberate for far longer.

Each year, the team at Financial Planning organizes and analyzes several lists that put the wealth management industry into perspective — from our top 40 Under 40, which highlights the top young brokers in the industry, to our rankings of the largest RIAs and IBDs in the country.

Brian McDonald, head of Morgan Stanley at Work, spoke with Financial Planning about how the firm aims to extend its roots in Silicon Valley and build on equity compensation offerings.

The holidays can be a time of joyous gathering, but those gatherings can also generate considerable stress for clients — and by extension, their financial advisor.

The two strategies can complement each other, but success depends on starting out with a clear vision.