Practice management

Despite market volatility and regulation uncertainties, nearly half of family offices think that cryptocurrencies provide good investment opportunities.

Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.

Two studies point to significant barriers, including jargon and financial advisors who don’t take them seriously.

Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.

The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.

The latest legal fight between the firms over departing brokers raises questions about the effectiveness of the Broker Protocol.

He says the industry has become much more diverse and supportive, but there’s still a long way to go.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

A law firm’s analysis of what the self regulator is doing to rein in bad brokerages and advisors marshalls data not easily found.

They say a prolonged period of volatility will require more creative solutions to find returns and stave off losses.

There are decisions to be made ahead of final guidance to be released by the commission later this year.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.

Across the country, banks of all sizes are investing in the wealth business as a way to deepen customer relationships, capture recurring revenues and tap into a massive transfer of wealth from baby boomers to Generation X and millennials. A lot of money is up for grabs, but maybe not enough to go around.

But a recruiting expert says advisor independence comes with its own set of challenges.

To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

Social media and solid investing don't always mix.

Where you should work. How you should serve HNW clients. Cerulli’s latest report tells you six trends that are top of mind in the industry.

There are not enough of us on the platform drowning out all the bad advice. Damage will ensue.