Practice management

Used as directed, superbots are particularly well suited to the needs of financial advisory firms, argues the founder and CEO of TIFIN.

Advisors weigh in on how to help clients with the financial side of tying the knot — from prenups to budgeting for the big day.

Labor Day Weekend saw more than 7,000 advisory firms and millions of clients make the move from "green" to "blue."

Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.

Competition was stiff among this year's nominees, with nearly 150 submissions from across the industry.

Eric Rodriguez is a financial advisor, a volunteer, a mentor, an author, a philanthropist, a father and a husband. He's also something else: a Rising Star.

Best-case negotiation scenario? You're happy to stay but willing to sell if the price is right.

New recruit hired to lead West Coast family office business.

Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.

The strategic relationship agreement carries big potential profits. Here's how the firms plan to ease the transition of 2,600 financial advisors by the end of 2024.

High-earning advisors need the edge the latest iterations of digital model management can provide.

The West Coast firm has new tools to manage both asset class drift and "what ifs" in client portfolios.

A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?

The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.

From boat cruises to wine bottles to equity compensation, here's what successful recruiting for advisors looks like in 2023.

Media-desensitized investors need help distinguishing between media information and inflammation. That's where a good advisor comes in.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.