Practice and client management

Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.

Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.

Mike Durbin on Cetera's M&A plans, why consolidation will barrel forward in the wealth management industry and the advantages of having a hybrid firm.

Sallie Krawcheck helped found Ellevest following prominent roles at Sanford Bernstein, Citigroup and Bank of America.

The 10 largest transitions include deals by LPL and Osaic, hybrid RIAs that received private equity infusions and even a new public offering by a SPAC investor.

The wireshoue plans to have a s setting up an Ultra-High New Worth Plus unit for clients more than $50 million in assets.

Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices.

A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?

A 20-plus-year veteran replaces Manish Dave, who left the post in October.

Recruiting moves, M&A deals, influxes of capital, internal rollups and business pivots are fueling the industry's race to scale.

Wealth Enhancement Group is the second large OSJ to go separate ways from LPL, following Merit Financial Advisors

LinkedIn still rules for professionals, and newer platforms like Bluesky are on the rise. But is social media even worth the effort for advisors these days?

In Preston Cherry's guide to avoiding the stigmas around money to find what he calls "your financial harmony," he also shares his personal struggles and path to transformation.

After partnering with a private equity firm, a new CEO paired emotional intelligence and equity incentives to retain talent and grow the bottom line.

Top items include the fallout of a massive continuing education cheating scheme, UBS' pay cuts for producers across the organization and more.

As the IRS scrutinizes large partnerships, they have new ways to report and correct errors in their returns.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.

Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.

Net income in the firm's U.S. wealth business revives following losses related to its City National subsidiary a year ago.