Practice management

Long maligned as spendthrift avocado toast eaters, millennials are now rapidly gaining wealth and looking for financial advice. Here's how advisors can draw them in.

As part of a long-term industry shift, firms like Ameriprise, Commonwealth and Northwestern Mutual get most of their business from advisory fees.

If you've never gone through one, the idea of an audit can be scary. Here's how to keep your cool and guide your firm through the process.

Meg Carpenter, founder and CEO of FiComm partners, discusses the difficulties RIAs have in marketing themselves, the ways in which these entrepreneurs can build on their strengths to reach clients, and how to harness technology to boost their own profiles.

A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.

Financially, the opioid crisis is hitting Ohio harder than many other states. But a campaign with advisors at its core aims to turn the tide.

Cool pitch decks and buzzy phrases alone won't get you there, but letting prospective clients see who you really are might.

While trying to solve a financial problem in his personal life, the MaxMyInterest CEO accidentally became a fintech founder

Serving a single family can be a complex — but profitable — niche.

Credit Suisse Group is shifting resources in the pursuit of business from a broader range of rich clients, as the lender focuses more on wealth management amid cuts to its troubled investment bank. 

These are the largest firms with financial advisors who work with broker-dealers but aren't their employees.

The word 'broker' carries negative connotations. But to many wealth management professionals, commission-based shops are valuable to a transforming industry.

Young investors are increasingly turning to TikTokkers and YouTubers for stock tips, often with bad results. Here's how advisors can steer them away.

The growing wealth management offshoot of what was once John D. Rockefeller's family office plans to add more than 100 more advisory practices.

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Reports of Russia's malicious cyber activity can spur investors to greater vigilance, but if the worst happens, quick action is crucial.

Zephyr's head of wealth management says now is the perfect time to remind clients why they need you.

Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."

U.S. state and city debt surged in July by the most in more than two years.

A new Arizent study finds that the wealth management industry is deploying AI tools in a significant number of cases at a rate three times higher than those in banking, and even higher when compared to mortgage and insurance.