Practice

With higher compensation offers and a track record of independence, the No. 1 IBD is “challenging the status quo,” its head recruiter says.

Here’s what leaders around the world say must be done.

The initiative is intended to help advisors manage increasingly large and complex teams.

Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.

The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.

“We do not yet know when we’ll return to a more traditional operating model,” a spokeswoman said.

Because of potential tax and compliance implications, they must tell the company if they are working from a location other than their home address.

As one of the fewer than 1,400 black CFPs, I hope to be a gateway to economic empowerment and generational wealth for the African-American community, writes planner and contributor Zaneilia Harris.

The firm’s growth plans come as the industry experiences a new wave of consolidation among custodians and fintechs.