Practice management

We are now accepting nominations for two prestigious rankings: Top 40 Brokers Under 40 and Top Regional Brokers Under 40.

A lucrative deduction for luxury vehicles used at least half the time for business will start tapering come 2023.

Fidelity Investments is hiring an additional 100 people for its digital assets unit, stepping up an expansion that started in May and taking advantage of turmoil among crypto firms to lure talent. 

While cryptocurrency is more modern than traditional finance, it shares some aspects of traditional finance including exchanges, custodians and brokers. Part 4 of series.

Revealing how much you've really saved — or haven't — can be uncomfortable. Fortunately, experts have some tips on how to do it.

The explosion of software is cutting into workers' ability to get anything done.

Supporters of panel credit it for collecting data on firms' C-suites, boardrooms. But it's unclear if Republicans in charge would walk away from the efforts.

Rankings compiled through FP's annual RIA Leaders study show how the largest firms are growing at a record clip in offices across the country.

In an event led by two respected RIA thought leaders, FP recognizes a half dozen people whose talent and accomplishments have them poised to advance the planning profession. What are the key factors shaping the industry's future?

Behavioral finance is increasingly influencing how wealth managers serve their clients. How is the field evolving, and what are the freshest insights?

A new study found high rates of stress among professionals in the field, which is adjusting to a growing focus on work-life balance for employees.

After pinning down a client's interests and expectations of returns, the research and due diligence begins.

The industry's first "financial advisor assessment score" is showing wealth managers how they stack up.

As college athletes begin cashing in and the diverse younger wealthy care more about values, two of the top wealth firms are meeting them where they're at.

Understanding the nuances of how this asset class is housed is key to educating clients on the best crypto storage options. Part 3 of series.

Two panels of experts explained why family relationships, financial literacy and trust are so important to the coveted niche of clients.

Names like Wealthspire, EP Wealth, Cresset, Chevy Chase and Moneta ring a bit more familiar compared with other massive firms with less name recognition.