Practice management

While AI has increased gross productivity, net gains have been eroded by the time and effort needed to review and correct AI outputs.

The massive intake preceded the BNY-owned custodian's rollout of a new financial advisor matchmaking service aimed at conversions from institutional clients.

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

Last January, one of the deadliest and costliest wildfires in modern U.S. History struck, leaving those who survived with hard-won wisdom about how to prepare clients for the next disaster.

Vanguard's latest poll and analysis offers a multifaceted explanation into how financial advisors should talk about their value to clients and prospective customers.

The platform can offer a wide audience, but with serious content moderation and other concerns, is remaining active worth it?

A tiered service model should make clients feel valued while helping the firm scale.

Fewer U.S. adults have non-retirement investment accounts than three years earlier, and many retail investors struggle with understanding fees and fraud risk.

The industry's biggest firms are winning the battle for assets but losing the war for high net worth efficiency. New data reveals how some of the biggest RIAs are growing through volume, not value.

Logic (and compelling Cerulli Associates data) explain why advisor teams are gaining momentum. But teaming is not the only option for growth.

A recent study found that more than half of all new articles on the internet were AI-generated. How can advisors help their own content stand out when this deluge threatens to drown them out?

Under a new proposal, clients would have to opt in to receiving account statements and other documents in paper form.

Getting away from the office to create or revise a firm's concrete goals and teammates' roles can help RIAs tap into organic growth, experts say.

Starting in 2026, the starting age limit for those with significant disabilities to take advantage of these tax-advantaged savings accounts has been raised by 20 years.

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Chuck Roberts, who was banned from the industry in July, continues to rack up customer disputes and big settlement amounts for his former firm.

These are the stories and issues that readers gravitated to in the last year.

Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.

A former Procter & Gamble engineer spent years honing his message and targeting ads to make a nearly 100% niche clientele.

A new survey from DeVoe & Co. suggests a big shift in what RIA firms need today in order to attract potential acquirers. (Hint: It's no longer just superstar advisors.)