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Website title: Financial Planning Homepage | Financial Planning

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The One Big Beautiful Bill Act left depreciation recapture rules unchanged for income-producing properties, complicating the tax situation for real estate investors.

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The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

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Jason Co is out to prove that advisors can serve Asian American effectively and profitably. His FAANetwork is the result.

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Autonomy is the first casualty when ensemble practices scale to national size, but the tangible benefits are real.

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Investors are asking AI for help picking a financial advisor. Yet some firms remain invisible to AI. Here's how to get Claude or ChatGPT to name you.

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