Practice management

Robinhood Markets cut almost a quarter of its workforce in a broad reorganization after a punishing first year as a public company.

Citigroup is planning a 500-person hiring spree over the next three years for a new wealth division catering to junior employees at private equity offices, consultancies and accounting firms, betting those clients will someday join the ranks of the ultrawealthy. 

As advisors head back to the office, some are rediscovering the benefits of a brick-and-mortar headquarters — and inventing new ones.

The giant custodian's practice management team homes in on a metric that experts say often gets ignored by financial advisors.

Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.

Each major crisis in recent history had unique characteristics that made it particularly painful. But each also offered lessons and opportunities.

SmartAsset tracked “organic” growth to see which advisor firms added the most clients and AUM over the past three years.

The CFP exam is no cakewalk. Here are practical tips from the pros on how to clear the career hurdle.

When an elderly person is scammed, a new study shows, many Americans blame the victim. Advisors can help break that habit.

Rising inflation and heightened market volatility have many clients rethinking risk tolerance.