Practice management

Crafting stable long-term financial plans for self-employed workers with unstable incomes poses unique challenges for clients and their advisors.

Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.

The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of clients.

The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.

The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.

Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.

There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.

The popular online broker-dealer has caught regulators' eyes over its moves into market news, trading in sports games and other events, and a new premium credit card.