Practice management

Financial advisors say that as more seniors work later in life, they are having to adjust their retirement planning.

The proposal to replace in-person inspections still drives a wedge between investor advocates and brokerage industry groups.

Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.

Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

Only 15% of respondents reported seeking financial advice from a financial advisor.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

Canadian CI Financial, in rebranding its U.S. wealth business, joins several other industry firms that recently played the renaming game.

The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.

The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.

Lisa Opoku follows Julian Salisbury out the door of the Wall Street stalwart.

The marketing tech firm is teaming up with a crew of remote video pros to help advisors make videos worth clicking.

A New York woman says she can move out of her parents' place or pay off her loans — but not both. Is there a way out?

A prominent compliance consultant lists the top reasons firms turn to outside experts for regulatory assistance.

The change follows multiple reorganizations of the Wall Street giant's asset management division.

In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.

Northwestern Mutual's Planning & Progress Study reveals Americans with an advisor are much more confident about their financial futureS, yet only 37% work with one.

Anna N'Jie-Konte discusses how advisors can grow their business by offering customized services to student loan borrowers and their families.

Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.