Practice management

The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.

In addition to voluminous recordkeeping, due diligence and expense, what constitutes a "covered function" may vary from firm to firm.

Financial advisors to servicemembers and veterans can connect them with resources that reduce the mental and financial strain of an aging population.

To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."

Liquid assets have often ended up at big banks or in sweep programs, which look much less attractive for clients' yields every time the Fed raises interest rates.

Plus, the best robos for first-timers and low cost or complex planning.

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.

TD Bank estimates it hands out 20 million pens every year. Huntington is getting close to offering its 80 millionth pen. It's a way to get a bank's brand to travel with customers across the globe, but is it worth it?

The regional firm said it was offering Instagram Professional to advisors and would roll out YouTube and Spotify podcasting programs later this year to help with client acquisition and retention.

Sequoia Financial Group is one of many buyers tapping into the opportunity, to the tune of more than tripling its size in less than three years.

The only sure thing about a financial plan is that it's wrong; we just don't know how it's wrong yet — and that's OK.

Cerulli Associates says in a new study that affluent families need to do a much better job of preparing their heirs to inherit a legacy.

According to new research, 38% of U.S. adults have confessed to some form of "financial infidelity." Here's what they're fibbing about.

Lauryn Williams is tapping into her love of travel and passion for expanding access to advice through getaway trips to beautiful places.

The Columbus, Ohio, bank hopes both to reduce costs and increase revenue by consolidating three segments into a single unit. Huntington is particularly focused on building out its wealth management business.

The program that aims to place the next generation of underrepresented advisors with fee-only firms is literally overflowing with talent.

Merrill Video Pro wants to transform planners into their clients' most clickable content creators

For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring chairman Stuart Silverman and president David Canter shows us how to get there.

Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.

The generative AI is internet famous. But is it really ready to reshape wealth management?