New tools help financial advisors with everything from logic to transcription, but many say it's not just about winning back ...

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.

Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.

Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.