Practice

Financial Planning asks the executive about the latest updates to the company’s software, how his company balances growth with serving small advisors, and returning to in-person conferences.

Planners can play a direct role by standing up for colleagues and clients who are women or minorities.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

Four longtime financial planners believe the industry is ready for change. They talked about how to achieve it on the opening day of the CFP Board Center for Financial Planning Diversity Summit and Career Fair.

In sessions at the CFP Board’s annual Diversity Summit, executives, academics and a member of Congress called on more firms to follow Merrill Lynch’s example.

Embracing expanded trainings, life-work balance and even remote client-advisor communication is paying unexpected dividends, writes the chairman of Equitable Advisors.

The wealthtech provider could command a valuation of $8 billion to $10 billion.

The firm’s head of acquisition, strategic growth and retention discusses how the wirehouse aims to expand among historically excluded groups.

Morgan Stanley is introducing an initiative to draw more young people from diverse backgrounds to the finance industry, furthering its outreach efforts a week after appointing to the bank’s board its first woman of color.

Breaking ties with your firm can be a smooth transition with no hitches in business, or a daily struggle that requires years in the courtroom. Here's how to navigate the path, no matter where it takes you.