Practice management

For decades, Americans have been retiring later and later in life. Now 20% of the population is giving up on the idea altogether.

The industry is getting advisors ready for the great wealth transfer, but next-generation clients will need plenty of guidance too.

Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.

The head of private wealth management in the Americas says he was once skeptical of the idea of the "great wealth transfer." No longer.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.

Advisors identified the SEC's new marketing rule as the "hottest" regulatory topic for the third year in a row.

Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.

Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.

The Wall Street giant struggles amid plans to rely less on its own balance sheet and more on fees from managing others' investments.

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.