Practice management

Zephyr's head of wealth management says now is the perfect time to remind clients why they need you.

Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."

U.S. state and city debt surged in July by the most in more than two years.

A new Arizent study finds that the wealth management industry is deploying AI tools in a significant number of cases at a rate three times higher than those in banking, and even higher when compared to mortgage and insurance.

Robinhood Markets cut almost a quarter of its workforce in a broad reorganization after a punishing first year as a public company.

Citigroup is planning a 500-person hiring spree over the next three years for a new wealth division catering to junior employees at private equity offices, consultancies and accounting firms, betting those clients will someday join the ranks of the ultrawealthy. 

As advisors head back to the office, some are rediscovering the benefits of a brick-and-mortar headquarters — and inventing new ones.

The giant custodian's practice management team homes in on a metric that experts say often gets ignored by financial advisors.

Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.

Each major crisis in recent history had unique characteristics that made it particularly painful. But each also offered lessons and opportunities.

SmartAsset tracked “organic” growth to see which advisor firms added the most clients and AUM over the past three years.

The CFP exam is no cakewalk. Here are practical tips from the pros on how to clear the career hurdle.

When an elderly person is scammed, a new study shows, many Americans blame the victim. Advisors can help break that habit.

Rising inflation and heightened market volatility have many clients rethinking risk tolerance.

Let them know how — and how hard — you are working to secure their financial goals amid volatile markets.

A prized measure of performance — organic growth — is increasing for top-performing firms, Schwab’s latest benchmarking study shows

The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

Financial advisors and other experts share their best tips for confronting a challenge faced by every practice in the industry.

Plus, CFOs are feeling the pressure to automate and iCapital goes international.

Discussing the impact of rising consumer prices with friends and family can help alleviate financial stress.