Practice

The top executive at BNY Mellon's custody and clearing subsidiary sets his sights on enabling advisors to spend less time doing mundane tasks in the "swivel chair" and more working with clients.

See the ranking of firms like Ballentine Partners, Pathstone, Facet, Savant, EP Wealth and Moneta Group, along with some lesser-known companies.

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

Regulators promise to pay special attention to how firms are using technology to not only guide investments but also to protect client data.

The founder of an ETF that tracks all American public companies with female CEOs sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss why it matters if a company has a woman as CEO.

At the start of the year, we asked wealth managers to predict the future. Nine months later, it looks like they did a pretty good job.

New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.

Avantax's parent had sued two firms owned by its future buyer and one of its major branches prior to the agreement to go private in a billion-dollar acquisition.

Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.