Magazine Issue Year Root Tag

How to turn philanthropy into an opportunity to grow AUM

Advisors are overwhelmed by options. Wary of expensive solutions that don’t do what’s promised, firms risk falling behind. Our annual Tech Survey can help.

Amid the war in Vietnam and turmoil at home, seven companies planted the seeds of what became the nation’s leading independent broker-dealers. Fifty years later, has their success actually compromised their future?

Here’s what HBCUs can teach us about the future of financial planning

The financial planning industry tackles diversity

Planners admit they don’t always follow the strategies they give clients

Small advisory firms have been slow to offer family leave benefits. Planners like Douglas Boneparth want change to happen faster.

Clients are reluctant to talk about aging and illness but these topics can't be ignored, especially as the cost of long-term care climbs

Adapt to Survive

"Culture starts at the top"

Compensation is rising, as are firms' efforts to make work more enjoyable, says Cecilia Williams of Halbert Hargrove

Jana Shoulders and other financial advisors say tax planning is now essential to attracting and retaining high-net-worth clients

Advisors like Greg Hersch have long found professional fulfillment by leaving wirehouses to start their own firms. But with the Broker Protocol collapsing, will they find that path cut off?

Execs such as Beacon Pointe's Matt Cooper are aggressively pursuing acquisitions. Can the rapid acquisition pace continue?

RIAs are embracing tech that helps deliver deeper insights & better advice

Educators in planning degree programs are spearheading a classroom revolution. Will they ultimately reshape the industry?

Allan Boomer of Momentum Advisors has joined the ranks of experienced advisors who are mentoring new planners as they join a demanding but rewarding profession.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

The $600 Million Move

There's a lot more to real estate investing than thinking locally