Practice management

It's way past time for the industry to apply a core investment concept — diversification — to achieve gender equality in its ranks.

The superstar player's decision to push back his record-breaking pay intrigued planners who pointed out a bevy of wealth-related questions.

Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.

Recruiters say the moves show how wirehouses will continue to fight an uphill battle as they struggle to keep experienced teams from moving on in the coming year.

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.

The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.

The GameStop saga is long over, but the retail investors who drove it could turn into long-term clients if wealth management firms adapt to changing times.

Industry recruiters see the changes as intended to make client assets and advisory teams "stickier" and to retain executive talent.

In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.

In only her fifth year in the profession, the former Facet advisor is starting at zero with gratitude toward her growing professional network and an intentional focus on fees.

The banking giant's plans are an outlier in an industry that has been shedding jobs.

With few new advisors coming into the industry but total U.S. assets growing rapidly, Morgan Stanley, Wells Fargo, Merrill and others are having to up their compensation game and distinguish themselves in other ways if they want to capture a larger share of the wealth pie.

How the big firms compare with each other in their advisor headcounts, assets under management and other attributes.

Cash is making a resurgence in financial planning, offering both advisors and clients the opportunity to grow.

The firm's wealth and investment unit contributed more than half of the Wall Street giant's profits and revenues for 2023.

The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.

The firm's wealth management co-head said that recent changes to its pay grid have been favorably received.

In a change that may affect financial advisors and tax professionals' clients, the agency reversed course on a position it took seven years earlier.

The gains in assets under management come as the banking giant continues to add to its advisor headcount.

The service reported on its increased enforcement efforts on Friday, including collecting over half a billion dollars from millionaires who didn't pay their taxes.