Professional development

FP Alpha's Estate Snapshot turns client documents into opportunities for holistic planning.

RBC Wealth's Campaign Central is making advisor emails irresistible for clients.

Nationwide is developing interactive, personalized training programs in the metaverse.

RBC Wealth's Insights tool gathers data to help advisors deepen client relationships.

Even a modest ceremony can cost thousands, with the price tag for destination weddings easily crossing into five-digit figures and higher.

Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.

The former Amazon project manager now caters his firm to serving tech professionals.

A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.