Wealth management

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for financial advisors.

With more views and options for financial advisors to be independent, TritonPoint Partners is offering up its take on flexibility, cash and equity, and employment status.

The murder of George Floyd nearly five years ago prompted many wealth managers to recommit to diversity, equity and inclusion. Some worry what little progress they've shown since is now at risk.

The Trump administration's quick pivots and frequently changing plans fuel plunge in advisor confidence.

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.

Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — and firm struggles.

Stuart M. Feld took the time to speak with Financial Planning about his vision for his newly created role, how the firm is using AI now and in the future, security and more.

From podcasts to technology, advisors are turning to modern offerings for help building new relationships with clients and strengthening existing ones.

Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.

As the four-day conference in Dallas wraps up, here is a look at some of the most important product launches, collaborations and expansions of services that debuted at the event.

Advisors must be thoughtful about how they deploy these new tools to ensure the most optimal results, experts said.

For the first time, the T3/Inside Information Software Survey included categories for alternative platforms, generative language AI, search AI and graphics AI.

Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.

John Hicks, the chief marketing officer of Ausdal Financial Partners, sees his firm's lack of private equity ownership as a big part of its appeal.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

Software to help advisors better communicate should be more than an afterthought for firms who want to grow organically, industry leaders said at T3.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.