Practice and client management

Players from the Notre Dame Fighting Irish football, soccer, baseball and lacrosse teams have joined Performance Wealth's new program.

Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.

Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.

The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.

Embracing uncertainty in strong and weak markets alike grounds the client, their portfolio and the practice.

Long-time CEO maintains he never met or even knew of notorious sex offender.

As Asian Americans and Pacific Islanders experience barriers in corporate careers and have been underserved as clients despite their growing wealth, here's what the industry can do to help.

Federal officials have long warned of the dangers of accounts with few guardrails on what they can invest in.

For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found.

Created just before the pandemic, a JPMorgan global unit focused on catering to the ultrawealthy now includes about three dozen people in the U.S., Asia and Europe

The Institute for the Fiduciary Standard launched a virtual leadership class that teaches planners about the history of the profession and the key topics shaping it today.

Firewall, antivirus software and backup, once the cutting-edge elements of a cyberstack, are now the lowest common denominator of protection.

How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.

Many Americans' troubled relationships with money stem from the country's racial history — with the atrocities in Oklahoma on two days in 1921 just one example of systematic theft.

From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.

Armed with a digital native model, proprietary technology and some recently secured instructional knowledge, the San Francisco firm is looking to shake things out.

With a warning that spoiler alerts are plentiful, FP asked professionals for their thoughts on the hit series and found many parallels with common industry issues.

It's never too late. From finances to family relationships, seniors are making "course corrections" long into their post-career lives.

The case is the latest arbitration decision showing risks advisors run when they jump ship and think they can take investors with them.