Practice

Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.

Behavioral finance expert Tim Maurer shares how planners can adjust their language and approach to help clients move toward their goals.

For advisors with $600,000 in annual production, regional firms like Janney and RBC have been reducing their compensation in recent years. They're now more in line with the pay policies more commonly found at large Wall Street firms.

Finance and education veteran Walter Rendon wants to ensure that more young people get the training and mentorships that helped him break into the field.

Most "regional firms" still have fairly generous compensation for advisors at the low end of revenue production. But at Janney and RBC, the pay rates are lower and much closer to those of large Wall Street firms.

Traditionally, regional firms were places where advisors with mid-level revenue production could find comfortable homes. Janney and RBC show how that's changing.

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

For wealth management firms, organic growth is often tied directly to marketing.

Touchstone Wealth Partners is the fourth team with more than $1 billion in client assets to join Wells Fargo's FiNet unit this year.

The rising tide of asset values led to compensation increases above 200% in some cases, but small ticks down for the chiefs of two firms.