Philanthropy, once considered a peripheral topic in wealth management discussions, has emerged as a central pillar of ...

We found that advisors share a lot of common views but may differ in various practices while working with clients on their retirement plans,” said Jacquinot. “This quarters ...

Clients aren’t searching for advisors the way they used to.

The competition for high-net-worth clients has never been more intense. Wirehouse breakaways, digital wealth platforms, ...

From eating at home to trimming impulse purchases, families are adjusting habits and staying disciplined to cope with rising ...

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...

The long-standing practice of deleting client records after the SEC’s five-year mandate may be losing relevance as advisory ...

The earliest leaders of financial planning believed compensation structure matters to ensure objective advice that puts the ...

Advisor well-being peaks with about 40 to 100 clients, strong teams and a clear definition of “enough,” says new research from Kitces.com. In the latest version of its advisor wellness survey, the ...

Key Takeaways Advisors have the added challenge of evaluating whether private investments fit client needs.It is important to ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...