Practice management

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Relationships with clients are changing — and technology is leveling the playing field.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

Six major trends to watch next year include M&A and the breakaway broker movement.

Advisors share the individual presents they send investors for the holidays.

Climate change could cause economic damage that threatens their holdings.

As a fiduciary, "I realized I wasn't putting their best interests first by keeping them," says advisor Tony D'Amico of Fidato Wealth.

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.

The digital customer experience is getting better. Firms should take notice.

At the moment, there's no clear way to "turn over human intuition" to machine learning, but there are immediate ways to save advisors' time.

Many digital-only robos are slowly adding human advisors.

To move from focusing on pushing products to helping clients, firms need to aggregate and collect more data.

Customer experience metrics at wealth management firms have remained flat for the third year in a row, researchers found.

Advisors are craving mobile solutions, and vendors are looking to satisfy.

Data aggregators provide big advantages for RIAs, but criticism is mounting.

The new strategy may reflect downward pressure around planning fees.

What are the top strategies and priorities of the best of the best in the bank wealth management channel?

The broker-dealer has also appointed a new northeastern regional director for its independent contractor division.

Old-fashioned referrals and seminars aren’t enough when prospects are searching online.