Practice management

Best practices for each option can make the difference between success and stagnation in a growing advisory firm.

PureFacts Financial, a revenue management platform for wealth managers, is diving deeper into AI tools to help detect revenue streams beyond the typical fee-based structure.

Four financial advisors and other experts speaking at last week's Future Proof conference shed light on the intersection of the wealth and accounting fields.

Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.

These two demographics are expanding their wealth and savings, despite economic challenges that cut across their age groups.

Cloud-based, password-protected accounts are becoming increasingly important for advisors to discuss with clients during the planning process.

Today's clients are looking for planners who stand out online as they try to make sense of newly available information and tools, according to two expert panels.

Mark Matson aims to help people define and realize their goals by making "academic investing principles accessible to everyday investors," he said.

Clients must understand that having too much of their portfolios allocated in cash can mean lower returns over time.

Regulators allege First Horizon Advisors violated Reg BI when it continued recommending complex investments even though it was struggling to bring over customer information from a recent acquisition.

Experts expect the rate cuts to continue, but for how long and how effective they will be in achieving a "soft landing" remain to be seen.

Financial advisors from three non-giant firms shared how they can find their edge in a channel of wealth management that's increasingly fragmented toward the top.

The complementary offerings of family office and wealth management firms have the potential to capture UHNW wallet share and drive up revenues in tandem.

Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.

Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.

Edward Jones is also lowering its fees on certain asset ranges and seeing faster-than-expected adoption of the MoneyGuide investing systems.

Three executives shared best practices around compensation in the fight to recruit, retain and support planners and other key employees.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

New Hispanic Market Certification Program launches this week to begin Hispanic Heritage Month.

Some 4,200 attendees have converged on Southern California for the third year of Ritholtz Wealth Management's annual outdoor "wealth festival."