Practice management

As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer.

Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.

Recent lawsuits highlight the unpredictable nature of litigation in a post-Broker Protocol world.

Judging by day one on social media, you’d think the new Truist brand was a flop. But marketing and branding experts say the name has a lot going for it. What matters most will be how the two banks advocate for the name.

The firm said this is the first of several new teams it plans to add this summer.

The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

"The more objective you can make things, the better it will be," an expert says.

The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.

A young advisor put her faith in letters and numbers until a client set her straight.

Activist investors have taken large stakes in at least 100 of the products so far this year.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

ETF Managers Group, best known for the ETFMG Alternative Harvest ETF, signed on as the official sponsor of the UFC fighter nicknamed the Boa Constrictor.

High-AUM RIAs at TD Ameritrade’s Elite LINC tell how they grew their firms when they were starting out.

The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.

For First Republic, “the pain index is likely somewhere between excruciating and traumatic,” says one expert. But few realize how much the bank got for its money.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

The mobile technology came in last in a new J.D. Power survey.