Practice

Billion-dollar teams are voting with their feet. Here’s where they are going.

The privileged realms of American finance still look much the way they did a decade ago, or even two or three decades ago.

Michael Kitces, co-founder of XY Planning Network, says the group is mulling its options after a federal court struck down the organization’s lawsuit against the SEC rule.

Some say conversations about race have no place in the workplace. We disagree.

The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.

One of the certifying organizations has taken a Netflix-like approach to advisor education.

Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans, according to people familiar with the matter.

As much as $16 trillion of global wealth may be wiped away this year as a result of volatility and economic fallout from the pandemic.

Secretary of Labor Eugene Scalia said retirement plans aren’t for “furthering social goals or policy objectives that are not in the financial interest of the plan.”

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.