Practice management

Financial advisors who work with their loved ones say the setup comes with its own particular benefits and challenges.

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?

The current share of 84% of the industry's holdings at Charles Schwab, Fidelity, Pershing and LPL may not stay so big forever, according to Cerulli Associates.

The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.

Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.

Many Americans who postpone retirement say it's because they like working and staying active. But as a new study shows, they may just not have enough savings.

James Lee says title protection for advisors would be a huge step toward making financial planning 'the most important authentic profession of the 21st century.'

The director of business development for Snappy Kraken's Convos text service hit the beach to help advisors and clients get closer.

The annual event connects wealth management veterans with students exploring the industry and profession.

A planner and her son who works in real estate investing discuss the connection between excelling on athletic fields and in financial professions.

Corso's love of economics has kept his passion for financial services burning for three decades, and is matched only by his desire to help advisors help their clients.

The federal regulator's annual list of inspection priorities shows particular concern that hybrid advisor/brokers aren't properly explaining to clients how they're compensated.

Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.

A new baby costs a lot of money, but advisors say there are essential steps to help couples prepare financially for the life-changing event.

An online education service launched by financial advisor George Acheampong is teaching its 2,300 members about private investments.

Gifting assets can be a tricky process, especially for wealthier clients. With Valentine's Day around the corner, here are five tips on getting it right.

A pair of Laidlaw & Company brokers will have to pay nearly $150,000 in restitution and fines for failing to put their clients' interests ahead of their own.