Practice and client management

Dogra hit the beach to share his thoughts on M&A, and why his firm is more than happy to take the load off of advisors.

With billions of dollars on the table, both buyers and sellers want deals to close quickly and transitions for clients to be implemented smoothly. But success is not always guaranteed.

The NYT "Sketch Guy" shares his wisdom with underrepresented financial planners during one of Onyx's first big events of 2023.

The fintech leader believes financial wellness and overall wellness are directly linked. As a result, financial advisors can be the key to unlocking a better life.

The largest independent brokerage's four-year-old Services Group generates a level of business comparable to many midsize wealth management firms.

In addition to the major robo-advisory deal, this week's recap features new partnerships for Vestwell and Riskalyze, and a new leader at Advisor360°.

Economic headwinds be damned, new research shows that advisors are ready to spend on tech in 2023. Here's where those dollars will be going.

While Goldman Sachs is still pushing to make its expansion into consumer lending profitable, the bank is also weighing strategic alternatives, CEO David Solomon says. The dueling options reflect the problems that Wall Street giant faces in Main Street banking.

The journey toward financial clarity can connect investors with their families and expand their financial options into the future.

Discover why insiders say compliance, cybersecurity and customer experience will dominate wealthtech in 2023.

The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.

Financial services firms are focusing on essential risk-related priorities, but must not lose sight of the importance of innovative technologies that drive business forward.

The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.

In addition to voluminous recordkeeping, due diligence and expense, what constitutes a "covered function" may vary from firm to firm.

Financial advisors to servicemembers and veterans can connect them with resources that reduce the mental and financial strain of an aging population.

To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."

Liquid assets have often ended up at big banks or in sweep programs, which look much less attractive for clients' yields every time the Fed raises interest rates.

Plus, the best robos for first-timers and low cost or complex planning.

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.

TD Bank estimates it hands out 20 million pens every year. Huntington is getting close to offering its 80 millionth pen. It's a way to get a bank's brand to travel with customers across the globe, but is it worth it?