Practice

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.

Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.

The hybrid RIA is "out of the woods" after completing its giant custodial and brokerage transition in recent months, CEO Nate Lenz tells FP.

The pair of wealth management executives discussed how trends they've unearthed in their first 100 days will exercise great influence on the firm's future plans.

Cryptocurrency fraud losses nearly doubled last year in this country, a marked contrast with the rest of the world, where they actually fell by around half.

Assets under management for SMAs that invested in municipal bonds stood at $987 billion as of the first quarter, according to a JPMorgan Chase survey of 74 firms.

Dominique Henderson wants to help planners find leads, niches and longevity after guiding many of them into the field in the past four years.

Despite sky-high advisor satisfaction ratings, many wealthy clients lack confidence in their financial situation and could leave in the future.