Wealth management

Mark Higgins argues that more financial advisors and investors should be taking their cues from the past 200 years rather than the most recent decades.

The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.

Don't lose trust by relying on AI-driven, impersonal digital marketing blasts. Instead, win new clients and deepen existing relationships with these techniques.

Single women are poised to gain trillions of dollars in wealth by the end of the decade. Here's what financial advisors need to know about working with them.

A pair of former wealth managers contend they were yelled at and suffered other retribution after raising concerns about sharing clients' information without their knowledge.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

The wealth management giant is the latest firm seeking to give investors access to private vehicles that have generally outperformed their public counterparts in recent years.

The Financial Services Institute continues to push for a return to a Trump Administration rule it contends offered clarity in employment questions.

Wealth management is now one of five divisions in the firm's simplified organization.

Ditch the Monte Carlo scenarios and 20-page reports — today's woman investor expects tangible, actionable advice to reach her goals.

Only 27% of Americans have talked to their descendants about their future inheritance. Here's how financial advisors can help.

Skyrocketing cryptocurrency prices makes it hard for long-time wealth managers to act their on skepticism and stay out of the market for these risky vehicles.

Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.

Barry Sommers comes in for high praise amid his firm's attempts to move beyond the banking scandals of its past.

In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.

A lawyer says the industry has been on notice at least since the "Boom Boom Room" scandal of the 1980s that hostile workplaces won't be tolerated.

When it comes to growth, a stalled advisory practice isn't a sign of failure. Pushing your firm to the next stage is a matter of learning to optimize your business.

An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.

U.S. adults are intensely worried about their finances — and their kids are even worse. Here's how advisors can help, and foster new clients in the process.

Almost all retirees had regrets about how they planned for life after work. Is it possible to ever be prepared?