Practice and client management

The Wealth Consulting Group made its first acquisition since the deal that launched its hybrid RIA seven years ago.

Studies examining customer attitudes about their planner's identity often run up against the reality financial professionals say they experience.

Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.

Americans with student loans still have options. Here's what they should know.

Under 10% of surveyed wealth management professionals in a recent Arizent survey said their firms were 'very successful' at using the online networks to win clients.

A staff member in the firm's fraud investigations group found reporting failures dating back to 2009.

If at first you don't succeed, you're not alone. Here's how do it right.

Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.

State regulators accused the wealth management giant of charging customers commissions of $75 or more for small equities transactions.

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

Amid a low tide of deals, the giants continue to identify RIAs and other firms giving them more scale and new capabilities.

Advisors seeking to sell their firms will find buyers that are increasingly focused on larger practices.

Following a Supreme Court ruling banning race-conscious college admissions, some advisors fear that RIAs will step back from their DEI initiatives.

Drew Tignanelli argues that financial advisors should be subject to the more rigorous professional and educational standards governing doctors and accountants.

A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.

Plus, two wealthtech startups celebrate successful funding rounds.

As Twitter continues to undergo unexpected and at times unpopular changes, a new challenger from a social media OG is gunning for the bird app's throne.

A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.