Practice management

Drew Tignanelli argues that financial advisors should be subject to the more rigorous professional and educational standards governing doctors and accountants.

A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.

Plus, two wealthtech startups celebrate successful funding rounds.

As Twitter continues to undergo unexpected and at times unpopular changes, a new challenger from a social media OG is gunning for the bird app's throne.

A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.

The latest proposed changes tweak criteria that would disqualify firms from having 'residential supervisory locations.'

Boston Consulting Group offered financial advisors some business levers to consider in response to the worldwide impact of slumping stocks and bonds last year.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.

As deal volumes pick back up from the lower numbers late last year, a lawyer advising sellers says that negotiations are getting longer and more complex.

J.D. Power's latest study used a different scaling method that brought down scores across the industry among 15 major firms examined in the firm's annual poll.

As cyber attacks continue to trend upward, industry experts explain that a strong digital defense starts with asking the right questions. And then asking them again.

The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

Just over a year after taking over from a 50-year veteran founder, he shared how the firm views its role in asset management, custodial services and technology.

The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

The bill would not only ban non-competes but also limit the scope of non-solicit agreements.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.