Practice management

From 19th-century financial panic to reimagined Charles Dickens, here are the vacation-worthy books according to some fintech execs.

August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.

Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.

Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.

With trillions on the table, advisors who know how to start conversations with clients' heirs risk losing far less than those who don't.

A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.

Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.

As clients ask advisors for help navigating caregiving resources, advisors who are able to provide trusted referrals may find clients return the favor with referrals of their own.

Dispatch and NetLaw target two different kinds of relocation friction. One for advisors switching firms, one for clients crossing state lines.

FinTok and AI financial advice have created a new era for wealth advisors — one ripe with online misinformation. But planners say that risky internet advice actually increases their value.

The rise of humanoid robots as home-care assistants will rewrite retirement budgets. Forward-thinking advisors who understand the coming shift will be well-positioned to help clients.

Building client trust is a top priority for an advisor. But when advisors spot potential mental health struggles in clients, what should they do?

Four professionals on the ground weigh in on the lasting lessons they took away from their worst client meetings.

Berger Financial Group plans to more than double its footprint and staff, and Investcorp is looking at more opportunities beyond supporting Berger in the "untapped" wealth space.

As AI tools take over more of the research, drafting and prep work that once taught new advisors the job, firms are racing to figure out what should replace it.

From showing up authentically to understanding oxytocin, a session at this week's CAAFP held by The American College of Financial Services called into question some traditional industry approaches to planning.

The American College of Financial Services is launching a certification program to train financial professionals on the ins and outs of donor-advised funds.

Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.

Where do automated workflows end and advisor-owned outcomes begin? RIAs need to get the answer in writing before their tech stack goes live.

Two presentations at The American College of Financial Services' CAAFP discussed how successful careers in the industry require both technical and emotional skills.