Professional development

Following a Supreme Court ruling banning race-conscious college admissions, some advisors fear that RIAs will step back from their DEI initiatives.

Drew Tignanelli argues that financial advisors should be subject to the more rigorous professional and educational standards governing doctors and accountants.

Plus, two wealthtech startups celebrate successful funding rounds.

As Twitter continues to undergo unexpected and at times unpopular changes, a new challenger from a social media OG is gunning for the bird app's throne.

J.D. Power's latest study used a different scaling method that brought down scores across the industry among 15 major firms examined in the firm's annual poll.

The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.

Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.

The company's latest rollout furthers its onboarding focus at a time when transitioning legacy assets is crucial.

Trillions in assets are set to change hands over the coming years. Is your firm ready to serve the next generation of clients?

Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.

The ties of the industry to Kingdom Advisors and a network of conservative religious groups have alarmed some financial advisors and industry professionals.

For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.

The Life After Notre Dame program offers one-time Fighting Irish players five pillars of support, with financial issues a key component of its national aspirations.

As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.

Hearsay's sixth annual Social Selling Content Study says original content, financial education and news are the posts that are making an impact in 2023.

Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.

Dennis B. Levine, a central player in the 1980's most notorious insider trading scheme, benefits from the regulator's fix, but so will some everyday financial planners.