Practice management

Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.

A SIFMA conference panel discussed the issues that are keeping the profession predominantly white and male.

We asked what experienced planners wished they knew when they started out. Here's what they had to say.

The wirehouse wealth head told SIFMA conference attendees to simplify clients’ lives, keep them on track and watch their backs; advisors say the pandemic and world events have brought a changed culture.

Problems can arise when one soon-to-be ex-spouse is actively participating in the cryptocurrency market while the other has minimal comprehension of the technically sophisticated product.

Lindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

There are three basic steps that other financial firms have already adopted in larger numbers than wealth managers.

You don’t have to be a silver-tongued orator to create trust — you do have to listen.

Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.

The top performers in the survey beat their benchmarks in at least seven of the 10 years studied.

In conversation with Patti Cook, CEO of Finance of America Companies

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Meme stocks changed what we thought was possible in the investing space. And now with GameStop getting into the NFT space almost 14 months after the bid to take down hedge funds that had bet against the company, they almost seem like a parody of what already seemed like a parody of investing.

General Counsel Leo Rydzewski said more help is on the way as the organization bolsters its repository of tips and how tos.

Valuations are growing, but not as quickly. Brand is key. Size matters.

Nearly half of advisors are optimistic about expanding the services they offer clients in the coming years.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

“Improve or die” is probably a more useful mantra for independent financial advisors than “grow or die.”

Bidding them goodbye can be tough emotionally and for your business. But here's why experts say some customers have to go.

A new Securities and Exchange Commission proposal would require public companies to report climate-related risks across their value chain. That could be especially difficult if it means banks have to account for their borrowers' emissions.