Practice management

Lumiant brought on a former Envestnet exec to lead the fintech company that wants to help advisors strengthen client relationships by engaging family members often overlooked by planners.

Many advisors cite “improving client service” as the catalyst for a move — but knowing what the real impact will be is critical.

Older, wealthier customers are eager for more digital interactions, according to a study, and are increasingly ready to switch firms to obtain these and other services.

The market doesn’t always play fair. Find out why Spuds Powell is always ready when the going gets tough.

An Edward Jones study found that financial advisors can play a huge role in the well-being of retirees by helping to start the planning process early.

Market volatility and the Fed's interest rate increases aren't likely to reverse the trend.

With so much uncertainty about what the future of work looks like, it is immensely valuable to be grounded in a set of shared beliefs.

The New York-based wealth management firm has a twist on a common definition of growth.

The award-winning advisor marketing technology firm is celebrating a new deal on the eve of its inaugural conference in Las Vegas.

Good client care requires addressing all the emotional layers that come with financial planning.

Why now is the time to shift portfolios from risk-on mode to risk-off.

These are the bits of news you might have otherwise missed this week in wealth management.

Familiar firms maintain top positions in the annual study, but newer investors are having more problems.

Developing a future-ready tech strategy can push innovation, growth and your organization forward.

How the financial planner blended personal passions and years of industry experience to find fulfillment.

Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.

The firm will soon launch a product that will allow 401(k) plan participants to direct a portion of their savings into bitcoin up to a cap of 20%. 

Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.

Wealth management firms are racing to create distinct images for themselves, with surprising results.

The new moniker Trutoro reflects a Latin word commonly used by advisory brands and an animal that’s synonymous with investment returns.