Practice management

In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.

Former Morgan Stanley broker Kathy Frazier sued the firm in 2015 and was later joined by six other Black plaintiffs who also alleged they had been systematically excluded from the best advisory teams and client leads.

It may be tempting to hire a "2.0 version" of a departing employee, but doing so risks reinforcing stale processes and mindsets.

Financial Planning's second annual ADVISE AI conference, taking place Oct. 28-29 in Las Vegas, will delve into how the emerging technology continues to revolutionize the industry.

Building a multigenerational practice speaks to some of the highest ideals of a planner's professional calling, speakers at a CFP Board conference said.

Co-founded by four Orion veterans, new wealthtech startup Hamachi.ai seeks to embed AI-powered compliance into client communications.

Client assets will always represent a key business metric. But $1 billion in AUM doesn't always add up to success — or to happiness.

A Cerulli report puts numbers to the channel's transformation. We have resources for advisors who want to better understand the space.

A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.

Historic deal volume isn't slowing. Here are our guides for pricing your firm, buying a book of business, going independent and more.