Canadian CI Financial, in rebranding its U.S. wealth business, joins several other industry firms that recently played the renaming game.

The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.

The marketing tech firm is teaming up with a crew of remote video pros to help advisors make videos worth clicking.

Comprehensive valuation gives a picture of the present and helps build strategies for the future.

Preventing attrition is worth the extra effort to keep the practice healthy for succession.

The OCIE is suggesting best practices for firms to protect themselves.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

Al Rogers is a seasoned healthcare executive with over 20 years of experience in consumer-driven health and benefits innovation. At ECHO, Al leads the growth and strategy for Premium Payment Manager—an automated payment solution purpose-built to help brokers, TPAs, and carriers deliver ICHRAs that feel and function like traditional group plans.

Joel Campbell leads TreviPay's financial and treasury operations, financial controls, statutory accounting, financial planning and analysis, and process improvement initiatives to optimize order-to-cash with TreviPay's fully managed B2B payments platform. He has more than two decades of domestic and international financial expertise. He joined TreviPay in 2020.