Practice and client management

The program that aims to place the next generation of underrepresented advisors with fee-only firms is literally overflowing with talent.

Merrill Video Pro wants to transform planners into their clients' most clickable content creators

For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring chairman Stuart Silverman and president David Canter shows us how to get there.

Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.

The generative AI is internet famous. But is it really ready to reshape wealth management?

Financial advisors who work with their loved ones say the setup comes with its own particular benefits and challenges.

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?

The current share of 84% of the industry's holdings at Charles Schwab, Fidelity, Pershing and LPL may not stay so big forever, according to Cerulli Associates.

The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.

Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.

Many Americans who postpone retirement say it's because they like working and staying active. But as a new study shows, they may just not have enough savings.

James Lee says title protection for advisors would be a huge step toward making financial planning 'the most important authentic profession of the 21st century.'

The director of business development for Snappy Kraken's Convos text service hit the beach to help advisors and clients get closer.

The annual event connects wealth management veterans with students exploring the industry and profession.

A planner and her son who works in real estate investing discuss the connection between excelling on athletic fields and in financial professions.

Corso's love of economics has kept his passion for financial services burning for three decades, and is matched only by his desire to help advisors help their clients.

The federal regulator's annual list of inspection priorities shows particular concern that hybrid advisor/brokers aren't properly explaining to clients how they're compensated.

Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.