Practice management

The departure of thousands of brokers may free firms to pivot to different business models, an expert says.

The future of wealth management melds technology with a human touch, but firms will face challenges.

New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.

The business case for going digital

Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce.

From AI to ROI - Using artificial intelligence to grow client relationships

The firm’s equity-trading business head Ted Pick, promoted to lead its division of investment bankers and traders, is one possible successor.

Data about client behavior will drive better user experiences.

Suleman Din, moderator, Technology Editor, Financial Planning, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.

There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.

Beyond investing...Our opportunity to help customers more holistically

Labor costs often make up the largest expense for firms. Follow these approaches for an equitable and rewarding structure.

If clients file for spousal benefits after reaching their full-retirement age, they can get up to six months’ worth of back benefits, but they have to ask.

The change is needed to better align the interests of RIAs and the custodians that serve them.

Lessons learned in a combat zone are passed on to clients.

After graduating with a financial planning degree, this advisor-to-be took a detour to Disney World, where the lessons applied more than he’d anticipated.

Older clients have more assets, but younger investors are leading the digital charge.

The average retiree may need to save far less than you are currently projecting.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.