Practice management

One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.

Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.

In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.

A new survey found artificial intelligence was a top compliance-related priority for 85% of firms responding, while cybersecurity was only a concern for 37%.

Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.

Many factors work against women when they're saving for retirement, such as lesser lifetime income and career breaks for caregiving. Here's how advisors can keep their roadblocks in mind when planning.

Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.

SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

Summer meetings might pose a scheduling challenge, but financial advisors could help clients avoid costly mistakes by guiding them away from the common bias in a midyear meeting.

Advisors share the types of financial infidelity and secrecy they have seen in couples, and how they approached the money misbehavior.

In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising profession.

In vitro fertilization, sperm donation and other reproductive techniques can lead to legal and financial risk. Here's how to help clients avoid exposure.

Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.

Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.

Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.

At Diversified Trust, the former CEOs aren't a problem. They're part of a strategic leadership change.