Practice management

As independent wealth managers pitch potential recruits on their scale, the IBD network built tools and hired “growth officers” to work with practices.

Citigroup will require all U.S. employees be vaccinated against COVID-19 as a condition of their employment, citing new orders from President Biden.

The trade group launched the program in April, offering advisors and their teams and families coverage “at a fraction of the cost.”

Bitcoin may be an expectation for some clients, but they're likely to be more angry if it goes bust than happy about gains.

Gina Haspel headlines a bevy of former government officials and financial leaders forming the advisory team.

The move is part of the bank's effort to close the racial wealth gap in the United States.

Despite the strict guidelines, it’s not clear that the new regulation made any impact at all on an increasingly common feedback and evaluation method.

Giant wealth managers and megabanks have a long way to go if they’re truly going to set a new course for the industry’s relationship to a historically excluded group.

Social media missteps can erode the authentic “who” and “why” of your firm over time, writes Tara Meehan.

Time for a change? Upgrading your image should be more than a skin-deep affair.

Researchers link personality traits to financial outcomes and behaviors, offering insight into how clients think about money.

With top employees at a premium, winning the talent war means making earned media coverage a steady part of your company’s culture and employee engagement strategy.

Expecting everything to work seamlessly from day one can lead to a rude shock.

FP’s annual list recognizes the accomplishments of an elite cohort of young wirehouse and regional advisors.

Firms should be aware that cyberattacks are getting more complex and regulators are cracking down.

Here’s what one advisory firm found were the most common financial planning questions among a historically underserved group.

Behavioral finance techniques were more successful this year in convincing investors to make more logical decisions about money, new research shows.

Not only is it a new asset class, but it’s built upon modern technology that differs from its traditional counterparts.

A firm with no website and a generic name has served internet pioneers Pierre Omidyar and Jerry Yang for decades.

While COVID damaged the economy, it also created a widening pool of super wealthy investors.