Practice management

AdvisorFinder is introducing a new AI-powered content creator for wealth managers. But the fintech's founder says advisor expertise will be needed to tap into its true potential.

The brokerage plans to cut staff and close or downsize offices in response to investor pressure.

The New York megabank is considering splitting its institutional clients group division into three parts following the upcoming departure of top executive Paco Ybarra, the Financial Times reported. The heads of the three segments would report directly to CEO Jane Fraser.

It's a good time for savvy financial firms to scan for the right teams to onboard.

A sale of the business bought four years ago would undo another part of CEO David Solomon's ill-fated move into managing money for a wider array of clients.

It's not about working longer hours, living in an urban area or being older.

A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.

Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

Companies as diverse as UPS, Fed Ex and AT&T are learning how environmental and social issues can affect their bottom lines.

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.

Here's how advisors can help fix the gender gap in investing — and position themselves to win business from women, as their wealth grows.

A nurse in New York doesn't think she'll ever have enough savings for an American retirement. Is a move to Vietnam the answer?

Experts say Black families planning to preserve past, present and future generations' wealth have a special set of circumstances to keep in mind. Here are a few tips that can help.

The company has stepped back from certain custodial relationships that Ameritrade had offered to institutional clients.

With a recession deferred but still looming, investors who exit equities now may later regret playing it too safe.

Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.

Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.

In recent decades, a stubborn savings gap has persisted between white and Black Americans.

Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.