Practice management

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.

Fees are down, making analysts targets for cuts.

The banker involved in a case going before the justices is accused of misrepresenting the financial condition of a client.

The industry risks becoming more of a boy’s club, rather than less of one.

With 27,000 advisors on the move this year in wealth management, the industry remains in a period of flux.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

Think RIAs are valued at two times gross revenue. Think again.

A chief operating officer can be a firms' secret weapon for growth.

In the past, if someone didn’t understand you, they’d think you were smart. Now, they’re likely to just find someone else.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

New platform upgrades seek to aggregate data and address client concerns.

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.