Practice and client management

Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.

The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.

In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.

From AAI to WMS, there are 242 designations for financial professionals. Here's a quick primer on the most important ones — and how to get them.

After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here's how.

Tax strategy, quality of life and location represent some of the main factors when considering a CCRC, according to more than a half dozen experts.

FP's playlist gives financial advisors and clients a supersized collection of bangers about raking it in and making it rain.

The appointment comes as the storied Wall Street dealmaker seeks to build its ultrahigh net worth business while providing support services to independent advisors.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

The Senior Citizens League anticipates a 3.2% boost to Social Security in 2024. But will it be enough?

The Wall Street giant's biggest restructuring comes as prepares to welcome Andy Sieg to oversee its ambitions with high net worth clients.

Building on advances in financial data aggregation, the behind-the-curtain technology is helping financial planners drive better outcomes for clients.

Swapping spreadsheets for sunblock, thousands in wealth management descended on SoCal for big ideas and for big fun — but mostly for business. Plus, what you need to know about the smaller Future Proof event coming next March.

Leaders from the wealthtech firm hit the Future Proof stage to bring AI and BeFi together in a new solution for advisors

Upgrades include tweaks to the user experience, client portal, trading capabilities and the Envestnet Insights Engine.

Lead generation and client matchmaking service SmartAsset excluded any firms that made M&A deals in the past three years to create its ranking.

Firms have paid out more than $2.5 billion since December 2021 for the misuse of unofficial communications channels like WhatsApp.

The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.