Practice and client management

These 10 firms are driving the ongoing shift in the industry to fiduciary advice and away from sales commissions.

When it comes to charity, last year wealthy families gave differently — and invested differently.

The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.

It's no easy task to compete with mammoth brokers that may be going after the same clients — but it can be done.

Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.

The firm stood accused of not having policies to ensure clients' money was invested in keeping with environmental, social and governance goals.

Financial education is a team sport. That's why Morgan Stanley alum Drew Hawkins founded Edyoucore, a company that helps young sports stars take their wealth into overtime.

The asset management, custodial and technology firm made its pitch to teams confronting a consolidating field with a dizzying array of options.

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

It may not happen anytime soon, but someday the Fed will reverse course. How should investors adapt?

Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ.

The awards, which saw a record-high number of submissions this year, recognize those who go above and beyond in serving their communities.

A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.

It's not just for charity. Encouraging volunteer work could actually help financial firms recruit more employees, new research shows.

In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.

UBS Group CEO Sergio Ermotti said the bank will give investors an outline of its growth strategy early next year and signaled the direction of plans to grow in the U.S., as the lender moves forward with its merger with Credit Suisse.