Practice management

Planner Jesse Abercrombie has built a niche of clients whose needs and interactions with the practice are shifting during a time of remote work and new technology.

He retired from Morgan Staley in 2019 and was once thought to be a candidate for that company's CEO position.

The scholar, activist and author discussed antiracism and its implications for the financial services industry to close the 2021 CFP Board Center for Financial Planning Diversity Summit and Career Fair.

Planners can play a direct role by standing up for colleagues and clients who are women or minorities.

Embracing expanded trainings, life-work balance and even remote client-advisor communication is paying unexpected dividends, writes the chairman of Equitable Advisors.

Breaking ties with your firm can be a smooth transition with no hitches in business, or a daily struggle that requires years in the courtroom. Here's how to navigate the path, no matter where it takes you.

INVEST Connect panelists discuss how clients’ past experiences can lay the foundation for investing decisions.

A pilot conducted with a handful of independent financial advisors has transitioned to a full roll-out, with the lender offering a discount of up to $5,000 to potential borrowers through the broker-dealer.

Automation, coordination and simplification — without running afoul of compliance — are key.

Charging clients a percentage of assets under management is still prevalent, but other types of fees are increasingly in the mix.

It wasn't even close.

How advisors handle tax advice for their clients can depend on how large their firm is.

The 25 biggest firms in terms of client assets manage a larger amount than the size of any country’s gross domestic product and a third of the world’s total.

Employees come and go, but institutional memory must remain intact.

A litany of challenges has kept thousands from accessing the promised forgiveness: New rules, deadlines, eligibility.

The company's new CEO has made simplification a signature goal.

ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.

The startup founder shares the key lessons learned from remote work and what led to the creation of a new FPA Knowledge Circle group.

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.

Pinto has taken a more active role overseeing operations firm-wide after being named co-president and co-COO in 2018.