Practice and client management

These eight firms are using AI and technology to build stronger connections with clients and build business at scale.

While 65% of asset managers are in some phase of testing out GenAI, only 5% have actually applied it to a firm-wide growth strategy, a KPMG survey found.

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.

Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.

AssetLink is using AI and machine learning to better analyze data on clients and match them with the right advisors.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

The Internal Revenue Service is ramping up its scrutiny of large partnerships, leveraging increased funding under the Inflation Reduction Act of 2022.

Lawyers note the kinds of grievances the firm allegedly withheld are what potential clients look at when choosing advisors.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

Scams targeting individuals aged 60 and older caused over $3.4 billion in losses in 2023 — an increase of approximately 11% from the year prior, according to the FBI.