Practice management

The Financial Services Institute continues to push for a return to a Trump Administration rule it contends offered clarity in employment questions.

The 401(k) and individual wealth firm opted for one of a wave of private equity-backed startups that give financial advisors even more M&A suitors to consider.

With wealth and accounting firms increasingly working together, a seasoned expert from both fields describes the key issues ahead of Tax Day.

Wealth management is now one of five divisions in the firm's simplified organization.

Ditch the Monte Carlo scenarios and 20-page reports — today's woman investor expects tangible, actionable advice to reach her goals.

In a new dual role at Emigrant Bank and Emigrant Partners, the veteran RIA dealmaker will advise financial advisors and work across a multifaceted family office.

Coverage providers have come to expect that some clients will find fault with their advisors during down markets, whether the blame is warranted or not.

Financial advisors and tax professionals say many clients get too fixated on April 15 without understanding the benefits and ease of pushing back the deadline.

Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.

Only 27% of Americans have talked to their descendants about their future inheritance. Here's how financial advisors can help.

Less than two years after the firm's launch, it has reached 60 financial advisors and $7 billion in client assets. Here's a look at its expansion strategy.

Barry Sommers comes in for high praise amid his firm's attempts to move beyond the banking scandals of its past.

A new GAO study adds more fuel to the research suggesting the agency should be probing more rich households. Tax pros say those efforts will have big implications.

In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.

A lawyer says the industry has been on notice at least since the "Boom Boom Room" scandal of the 1980s that hostile workplaces won't be tolerated.

Carolyn Armitage has witnessed the long-term shifts in the industry over her career. That's part of why she decided to launch a consulting firm, she tells FP.

When it comes to growth, a stalled advisory practice isn't a sign of failure. Pushing your firm to the next stage is a matter of learning to optimize your business.

AlTi Global's massive infusion from Allianz X and Constellation Wealth signals one of many potential paths for new sources of capital into the industry.

U.S. adults are intensely worried about their finances — and their kids are even worse. Here's how advisors can help, and foster new clients in the process.

Clients across generations have different expectations of their financial advisors. Here's how everyone wins.