Practice management

In time for the season of giving, the new functionality allows those on the philanthropic planning platform to encourage others to join them in supporting causes they care about.

A former veteran UK-based planner and a behavioral analysis expert penned a practical guide for financial advisors on implementing "EI" into their practices.

Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.

Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway.

The case stems from Raymond James' recruitment of the $2.8 billion Wise Advisor Group from Baird, which also landed a penalty for a broker protocol violation.

The deadline is fast approaching for brokerages to register home offices for employees performing supervisory functions.

Here's a look at the lighter side of financial advising, from bizarre complaints to parking lot fraudsters.

Cerulli Associates reports that retail direct investor platforms grew faster than all other distribution channels from 2022 to 2023, while wirehouses have lost ground.

Amplified Planning is expanding beyond the Externship into a new four-month course and a monthly subscription service for outsourced professional development.

Scott Burnett and Peter Kelson, formerly of Zions Direct, plan to work mainly with public entities, corporations, foundations and endowments.