Special Program Root Tag

Rankings compiled through FP's annual RIA Leaders study show how the largest firms are growing at a record clip in offices across the country.

Five (or six or seven) little words should tell the story of your firm and embed themselves in the minds of potential clients.

Industry representatives fear DOL misclassification rule will lead to costly court battles

Ignore the stigma of borrowing from your retirement plan — a life raft for cash crunches — but be aware of the rules.

In an event led by two respected RIA thought leaders, FP recognizes a half dozen people whose talent and accomplishments have them poised to advance the planning profession. What are the key factors shaping the industry's future?

Behavioral finance is increasingly influencing how wealth managers serve their clients. How is the field evolving, and what are the freshest insights?

A new study found high rates of stress among professionals in the field, which is adjusting to a growing focus on work-life balance for employees.

After pinning down a client's interests and expectations of returns, the research and due diligence begins.

The young and wealthy instead see more potential in assets like cryptocurrency, real estate and private equity, a study says.

Some older Americans worry that if they return to work, they'll get less money from Social Security. In fact, the opposite is true — but advisors need to get the word out.

Sexual assaults, lurid propositions and a sex tape pack the latest filings in a class action against Goldman Sachs. But it's a boss's comment about his assistant's engagement ring two decades ago and a woman who complained an executive checked her out that have set off an especially bitter dispute in the case.

Understanding the nuances of how this asset class is housed is key to educating clients on the best crypto storage options. Part 3 of series.

Digital thieves are leveling up, preying on the emails, texts and phones of planners — and their families — in a bid to rob or extort clients.

Current parents calculate the cost of having more children, so why shouldn't would-be parents do the same?

What would you do if you were suddenly debt-free? Millions of student borrowers are about to find out.

The September Federal Open Market Committee meeting may provide a turning point in monetary policy. Brendan Murphy, head of global fixed income, North America, at Insight Investment will offer his thoughts about the meeting and what to expect going forward.

The presidents of two RIAs that use outside broker-dealers discuss how independent wealth managers are morphing in an effort to keep up with a fast-changing industry. Where do brokers fit in the future of wealth management?

Ida Liu became head of Citi's North American private bank in 2019 and then went on to beat her projections by 12% in 2020 despite the pandemic. That helped her get a promotion last year to global head, running 50 offices across the globe and overseeing more than $500 billion in client business.

One of the basic assumptions of the wealth management industry is that investing professionals should be based in the same cities as their clients. Gunjan Kedia asked her team at U.S. Bancorp to challenge that belief.