Practice

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.

For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.

Natasha Howe's friends were blowing up the internet as influencers, but they needed a financial advisor who could help get their financial lives in order. She now has a growing niche.

David Woodcock is set to take the job as SEC leadership directs staff to focus on insider trading, accounting fraud cases, market manipulation and breach of fiduciary duty by investment advisors.

The addition of Peter Laidlaw to Merrill's offices in San Francisco comes as firm executives aim to engage in "more aggressive recruiting."