Practice and client management

Part six of the Cryptocurrency for Advisors series takes a look at how hidden cryptoassets can cause complications in the event of a divorce.

As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.

Fifteen of the biggest names in wealth management were ranked on how well their apps and websites accommodate clients.

In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.

For several years after the breakdown of a deal to sell a practice for $3.6 million, the parties have been accusing each other of violating the terms.

The new employee model, appealing to high net worth advisors, is a step in the independent broker-dealer king's plans to scale up to ultra-high net worth clients.

Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.

Will Wilson brings significant experience to Galway Holdings, including being a former NFL agent and executive familiar with the financial side of sports.

Reports and recruiters say that smaller firms, more flexibility and greater diversity are increasingly popular with industry job seekers

Leave the pitch deck at the office and treat the prospect like they're already a client, counsels the director of a global sales training company.

While the right tech can give financial advisors an edge, a study finds that the wrong systems may send clients and cash running in the other direction.

Agency's critics say many companies still see their settlements as a cost of doing business.

CI Financial Corp. outlined a plan to reduce debt and separate its US and Canadian businesses as the fund manager tries to rebuild investor confidence in its growth strategy.

Cryptocurrency has proven to be a volatile investment. Learn how to manage client expectations. Part 5 of series.

An anxious father with a disabled child considers the unthinkable: Withdrawing his entire retirement plan.

Plus, an investment platform from Private Advisor Group and outsourced chief investment officer tech for RIAs of all sizes.

Taking effect on Nov. 4, new advertising standards will allow client testimonials and bring together prohibitions on false and misleading language.

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

Core assumptions that underpinned record growth in recent years no longer hold.

A behavioral science researcher and an HBCU planning professor gave financial advisors tangible steps that can alter the industry's legacy of exclusion.