Practice management

Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings.

Experts say financial advisors can play a critical role for clients who are in the throes of addiction and those sifting their way through the often-challenging recovery process.

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.

For clients facing an unexpected federal job loss, here's five tangible ways financial advisors can provide guidance.

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

Anger, frustration and uncertainty have reigned as clients who previously felt secure in their positions are suddenly dealing with having everything called into question.

Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.

Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say.

Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.

These tax-advantaged savings accounts will be open next year to a much wider range of disabled clients.

The research and consulting firm spoke with more than 11,500 investors last year about their wealth management company. Here's how 36 firms fared in the survey.

The case is the latest to shine a light on the conflicts of interest and bitter recrimination that can arise from the personal relationships advisors often form with clients.

Citi's proxy statement praises its head of wealth for bringing in net new assets and talent.

Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.

Many see AI as augmenting, not replacing, the work of financial advisors, but experts still have plenty of concerns, from compliance to cybersecurity and more.

Messaging apps aren't going anywhere, and neither are regulators — but done right, compliance can become a competitive advantage.

The public has until May 13 to comment on a proposal that would prevent brokers from having to list side hustles like online antiques stores or after-hours bartending gigs.

Founder Steven Fox is asking for a flat $18,000 per year from planners to act as their RIA and platform provider to drive changes to fee models across the industry.