Managing significant wealth across investments, taxes, estate planning, insurance and philanthropy can become complex to ...

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

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, ...

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 ...

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind ...

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

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 ...

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 ...

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