Practice management

The idea of "value" cards isn't a reinvention of the wheel. But the zen-like philosophy behind the fintech's offering makes it something different.

When preparing to invest, most clients turn to their advisor, not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.

UBS Group Chairman Colm Kelleher said the bank will focus on the very richest US clients, backtracking from a plan to serve a broader segment of affluent customers after it abandoned a deal to buy the robo advisor Wealthfront.

One of Magnifi by TIFIN's leaders explains why understanding human intent and having an altruistic mission are the ingredients for an award-winning AI recipe.

An association spanning 190,000 investment professionals worldwide has weighed into the thorny debate surrounding trading and technology.

Ed Mendlowitz offers a host of tips and strategies you can implement now for a better busy season.

Part six of the Cryptocurrency for Advisors series takes a look at how hidden cryptoassets can cause complications in the event of a divorce.

As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.

Fifteen of the biggest names in wealth management were ranked on how well their apps and websites accommodate clients.

In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.