Corporate governance

Preparation is key in a time when events affect investors more quickly than ever before and from every possible direction.

An Edward Jones study found that financial advisors can play a huge role in the well-being of retirees by helping to start the planning process early.

These are the bits of news you might have otherwise missed this week in wealth management.

The new moniker Trutoro reflects a Latin word commonly used by advisory brands and an animal that’s synonymous with investment returns.

Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class.

Despite notable rises and falls in the rankings, the study’s findings about comprehensive advice give every wealth manager an opportunity for improvement.

Kent Manderville has 700 NHL games and a silver medal on his resume. Find out why that made him perfect for a career in wealth management.

Lindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Nearly half of advisors are optimistic about expanding the services they offer clients in the coming years.

“Improve or die” is probably a more useful mantra for independent financial advisors than “grow or die.”

Bidding them goodbye can be tough emotionally and for your business. But here's why experts say some customers have to go.

A new Securities and Exchange Commission proposal would require public companies to report climate-related risks across their value chain. That could be especially difficult if it means banks have to account for their borrowers' emissions.

Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.

They say a prolonged period of volatility will require more creative solutions to find returns and stave off losses.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.

Across the country, banks of all sizes are investing in the wealth business as a way to deepen customer relationships, capture recurring revenues and tap into a massive transfer of wealth from baby boomers to Generation X and millennials. A lot of money is up for grabs, but maybe not enough to go around.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

As more investors look to make portfolio allocations based on their values, we explore what ESG ratings can do — and what they can't.