Professional development

A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.

Dominique Henderson wants to help planners find leads, niches and longevity after guiding many of them into the field in the past four years.

For socially-conscious planners, helping high net worth clients grow their wealth can be an alienating experience.

The first-of-its kind conference is for all Latino or Hispanic-identifying professionals who want to become advisors or grow in the field.

If at first you don't succeed, you're not alone. Here's how do it right.

Jeff Jones sees allowing donations to 501(c)3 groups as a way to accommodate advisors coming into the industry from the insurance world.

The firm's employee brokerage is bringing Alex. Brown, which it acquired in 2016, more firmly into its fold.

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.