Practice management

Two panels on the second day of the Future Proof Conference made the business case for wellness in a stressful profession.

The first fintech talk of Future Proof 2022 was all about how to take "cobbled together" to finesse.

Despite sweltering temperatures and a technical glitch, the event drew more than 1,000 financial advisors to Southern California.

The program could provide a rubric for financial advisors and wealth managers seeking to reach historically excluded groups.

Plus, a new product launch for Riskalyze, growth in the robo-advisor market and an inclusive real estate investing platform.

Before hitting send, give your emails a look to see if you're using these passive aggressive phrases to communicate with coworkers.

Long maligned as spendthrift avocado toast eaters, millennials are now rapidly gaining wealth and looking for financial advice. Here's how advisors can draw them in.

As part of a long-term industry shift, firms like Ameriprise, Commonwealth and Northwestern Mutual get most of their business from advisory fees.

If you've never gone through one, the idea of an audit can be scary. Here's how to keep your cool and guide your firm through the process.

Meg Carpenter, founder and CEO of FiComm partners, discusses the difficulties RIAs have in marketing themselves, the ways in which these entrepreneurs can build on their strengths to reach clients, and how to harness technology to boost their own profiles.

A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.

Financially, the opioid crisis is hitting Ohio harder than many other states. But a campaign with advisors at its core aims to turn the tide.

Cool pitch decks and buzzy phrases alone won't get you there, but letting prospective clients see who you really are might.

While trying to solve a financial problem in his personal life, the MaxMyInterest CEO accidentally became a fintech founder

Serving a single family can be a complex — but profitable — niche.

Credit Suisse Group is shifting resources in the pursuit of business from a broader range of rich clients, as the lender focuses more on wealth management amid cuts to its troubled investment bank. 

These are the largest firms with financial advisors who work with broker-dealers but aren't their employees.

The word 'broker' carries negative connotations. But to many wealth management professionals, commission-based shops are valuable to a transforming industry.

Young investors are increasingly turning to TikTokkers and YouTubers for stock tips, often with bad results. Here's how advisors can steer them away.

The growing wealth management offshoot of what was once John D. Rockefeller's family office plans to add more than 100 more advisory practices.