Practice and client management

Behavioral finance is increasingly influencing how wealth managers serve their clients. How is the field evolving, and what are the freshest insights?

A new study found high rates of stress among professionals in the field, which is adjusting to a growing focus on work-life balance for employees.

After pinning down a client's interests and expectations of returns, the research and due diligence begins.

The industry's first "financial advisor assessment score" is showing wealth managers how they stack up.

As college athletes begin cashing in and the diverse younger wealthy care more about values, two of the top wealth firms are meeting them where they're at.

Understanding the nuances of how this asset class is housed is key to educating clients on the best crypto storage options. Part 3 of series.

Two panels of experts explained why family relationships, financial literacy and trust are so important to the coveted niche of clients.

Names like Wealthspire, EP Wealth, Cresset, Chevy Chase and Moneta ring a bit more familiar compared with other massive firms with less name recognition.

The book invites women, people of color and millennials in particular to join the wealth profession. We interviewed author Raj Sharma to learn more.

The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.

Honorees receive more than $650K to donate to non-profit organizations.

One of the worst storms in U.S. history has prompted independent advisors in Florida to activate their business continuity plans.

A New Yorker about to retire considers buying property across the pond. Should she take the plunge? The experts weigh in.

Navigate the complicated tax landscape with a breakdown of bitcoin of other cryptocurrencies. Part 2 of series.

The firm will use the credit line to grow its business and invest in partner firms.

Federal regulators found violations at all levels of the Wall Street banks and financial services firms.

The San Francisco bank announced the hiring of a nine-member team led by Merrill Lynch veterans Harold Reinstein and Michael Nelson. First Republic reported 26.4% growth in wealth management revenue during the second quarter.

Experts say the next big marijuana boom is right around the corner, and it could generate big returns for investors.

Retiring overseas can be a great option for seniors seeking adventure and cheaper healthcare. Here's what they should know before they hop a plane.