Practice and client management

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

Just over a year after taking over from a 50-year veteran founder, he shared how the firm views its role in asset management, custodial services and technology.

The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

The bill would not only ban non-competes but also limit the scope of non-solicit agreements.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.

Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.

Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.

Deciding your own salary may sound exciting. But when getting a business off the ground, the pay question can be a delicate balancing act.

The panel's recommendation would also seek comments on the possibility of outsourcing some review functions to third-party firms.

The Ameriflex Group has been adding advisors and assets without using the kind of M&A deals that often fuel expansion in the industry.

The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.

The marketplace for buyers and sellers is changing as advisory practices consider transactions that could alter their firms on a permanent basis.

Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.

30% of LGBTQ individuals report experiencing bias or discrimination when seeking out financial services.

Divorce, disagreement, disability, distress or death are the leading cause of unplanned exits, depleting an entrepreneur of their hard-earned wealth.

The number of ultrarich families is growing, and so are their demands on advisors. Schwab moderated a panel on how RIAs can succeed with these clients.

A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.