Practice management

Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.

Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.

Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.

Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.

Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.

With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.

Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymond James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as an asset.

Over a third of all advisors plan to retire in the next few years, leaving an industry gap tens of thousands short of anticipated demand. How can firms keep up?

The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.

Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.

Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.

Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.

Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?

A new McKinsey report on the future of wealth management identifies a disturbing trend: Younger investors are losing trust in advisors.

As AI agents move from theory to reality, some advisors are implementing these tools into their technology stacks, but not without human oversight.

Raymond James tapped industry veteran Mark Buchanan to lead a new ESOP advisory group focused on tax-advantaged succession strategies.

Internal succession planning is messier but aligns with a true fiduciary firm's core values, argues Neela Hummel of Abacus Wealth.

The language that financial advisors use in their first interactions with prospective customers could make or break the relationship, according to an expert.