Running an advisory practice is a complex business, but wealth managers have access to resources, strategies and recommendations that can help.

Lumiant brought on a former Envestnet exec to lead the fintech company that wants to help advisors strengthen client relationships by engaging family members often overlooked by planners.

Many advisors cite “improving client service” as the catalyst for a move — but knowing what the real impact will be is critical.

Older, wealthier customers are eager for more digital interactions, according to a study, and are increasingly ready to switch firms to obtain these and other services.

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.

Market volatility and the Fed's interest rate increases aren't likely to reverse the trend.

With so much uncertainty about what the future of work looks like, it is immensely valuable to be grounded in a set of shared beliefs.