Practice management

Amid a low tide of deals, the giants continue to identify RIAs and other firms giving them more scale and new capabilities.

Advisors seeking to sell their firms will find buyers that are increasingly focused on larger practices.

Following a Supreme Court ruling banning race-conscious college admissions, some advisors fear that RIAs will step back from their DEI initiatives.

Drew Tignanelli argues that financial advisors should be subject to the more rigorous professional and educational standards governing doctors and accountants.

A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.

Plus, two wealthtech startups celebrate successful funding rounds.

As Twitter continues to undergo unexpected and at times unpopular changes, a new challenger from a social media OG is gunning for the bird app's throne.

A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.