Chelsea Emery

Which changes will become permanent? Our latest RIA Leaders ranking points the way.

This year’s survey results reveal challenges for independent broker-dealers and their future growth.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.

What do clients value most from their advisors during turmoil?

Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.

Wealth management firms will retain employees when they offer flexibility, not just one-off perks.

Many wealth management trends never caught on. This one is no passing fad, however.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

The big shift in future planning: Tech that predicts behavior, says Charles Schwab’s Bernie Clark.

I had a strong opinion. Then our reporting changed my mind.

A closed-end fund can provide a steady income stream for clients, but advisors often make misleading assumptions about the regularity of monthly distributions. Here’s what to watch for.

A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

Recruitment is ongoing — not a one-time sales pitch.

Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts.

As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer.

Independent broker-dealers have changed with the times. Our annual ranking has, too.