Practice management

The complementary offerings of family office and wealth management firms have the potential to capture UHNW wallet share and drive up revenues in tandem.

Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.

Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.

Edward Jones is also lowering its fees on certain asset ranges and seeing faster-than-expected adoption of the MoneyGuide investing systems.

Three executives shared best practices around compensation in the fight to recruit, retain and support planners and other key employees.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

New Hispanic Market Certification Program launches this week to begin Hispanic Heritage Month.

Some 4,200 attendees have converged on Southern California for the third year of Ritholtz Wealth Management's annual outdoor "wealth festival."

A FINRA settlement accuses the firm of failing to supervise a broker who recommended frequent purchases and then resales of various investment products.

Former NFL star and UBS Head of Sports and Entertainment Adewale Ogunleye said professional athletes tend to prefer female advisors for whom "male ego" does not get in the way.