Practice and client management

High-earning advisors need the edge the latest iterations of digital model management can provide.

The West Coast firm has new tools to manage both asset class drift and "what ifs" in client portfolios.

A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?

The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.

From boat cruises to wine bottles to equity compensation, here's what successful recruiting for advisors looks like in 2023.

Media-desensitized investors need help distinguishing between media information and inflammation. That's where a good advisor comes in.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

Even amid high inflation and an uneven stock market, millions of Americans still strive for FIRE — "financial independence, retire early." But to keep the dream alive, they've had to change it.

SEC crackdowns on off-channel communications are costing firms millions. Here's how to avoid being caught up in the next enforcement sweep.

Other states are likely to look to Massachusetts for guidance on how far they can go in holding broker-dealers to a higher standard than Regulation Best Interest.

Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

Morgan Stanley Wealth Management's new digital financial education program aims to help young athletes, entertainers and emerging talent build and manage wealth.

The decision displays how an exemption for two weeks of rental income named for the major PGA golf tournament does not provide a blank check, experts said.