Practice management

See the ranking of firms like Ballentine Partners, Pathstone, Facet, Savant, EP Wealth and Moneta Group, along with some lesser-known companies.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

Regulators promise to pay special attention to how firms are using technology to not only guide investments but also to protect client data.

At the start of the year, we asked wealth managers to predict the future. Nine months later, it looks like they did a pretty good job.

Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.

Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.

Merrill president and co-head Lindsay Hans said the firm is well-positioned for the "largest asset-gathering opportunity that FAs have seen in decades."

The organization, launched about five years ago by Troy Prince, is seeking more industry collaboration on its mission of "changing the face of Wall Street."

Firms overly reliant on ultrawealthy clients need to ramp up their digital capabilities to attract the growing segment of clients with between $250,000 and $1 million in assets.

Using FP's criteria, data partner COMPLY scraped together a listing of the biggest firms that provide financial planning services but don't accept commissions.

Competitors and critics in an industry fragmented between large and small firms and obsessed with organic growth question the increasing exclusivity and fees.

Earn a $10 Amazon gift card and contribute to valuable research by answering a few questions for Arizent's "2024 Predictions" report.

Financial advisors, CPAs and the available research explain the variety of ways that tying the knot could affect couples' payments to Uncle Sam.

All eyes will be on the incoming veteran executive as the banking giant seeks to take advantage of expected growth in global wealth.

The banking giant also reported a whopping 36% increase in net income for its banking and wealth management unit.

New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.

Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

New research from Edward Jones suggests that emerging adults value comfort over money and aren't letting the lean times bring them down.

Inflated charitable deduction claims have led to dozens of audits and millions of dollars in additional payments to the agency.