Practice management

The Robertson Stephens financial advisor discussed how marriages and relationships are changing during the coronavirus.

Clients depend on us to know not just how to handle their investments, but why they are investing in the first place.

Kristin Kimmell brings decades of experience and notable success as the replacement to the former head recruiter promoted only last year.

The reorganization includes the addition of five managers to focus on business goals and client engagement.

Banks and other institutions are driving significant recruiting moves while aiming to convince more members and clients to sign up for financial advice.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

Michele Dillon, a 30-year veteran of wealth management, started in April

In J.D. Power’s annual survey, independent and employee reps gave wealth managers a higher satisfaction index than last year.

The company received $15 million to build out a platform connecting clients to financial planning, investment management and tax professionals.

The regulator’s annual industry snapshot and financial report offer a nuanced picture of wealth management’s most significant dividing line.

The two announcements hours apart came after at least 33 firms with $1 billion or more in client assets changed hands in the first quarter.

U.S. retail customers who said their primary bank met their needs for guidance gave it much higher grades, according to J.D. Power’s annual survey.

"A shifting of priorities on the part of our clients, coupled with a creative and proactive approach by our team, resulted in even stronger client relationships," writes advisor Eden Lopez.

Here's what you missed in wealth management.

After China’s crackdown on Bitcoin, some investors are worried. Advisors have ways to ease their concerns.

How the pandemic is accelerating trends in financial advice and changing the way Americans manage their money.

How to welcome LGBTQ clients, colleagues and friends by using your pronouns

The multigenerational practice decided it was time to make the move.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.