Practice management

The head of private wealth management in the Americas says he was once skeptical of the idea of the "great wealth transfer." No longer.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.

Advisors identified the SEC's new marketing rule as the "hottest" regulatory topic for the third year in a row.

Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.

Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.

The Wall Street giant struggles amid plans to rely less on its own balance sheet and more on fees from managing others' investments.

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.

A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.

The pair of wealth management executives discussed how trends they've unearthed in their first 100 days will exercise great influence on the firm's future plans.

Assets under management for SMAs that invested in municipal bonds stood at $987 billion as of the first quarter, according to a JPMorgan Chase survey of 74 firms.