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Practice Management

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Orion unveils updates to advisor billing and reporting

The fintech giant says it’s easing fiduciary advisors’ back-office burden with bill generation and comparison tool, a platform redesign, and other enhancements.

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Reduced fees are charitable handouts

'What surprises me is not what is negotiated for larger clients, but how little some advisors charge for smaller clients.'

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Four ways to recharge your growth plan this summer

Take advantage of the slower pace to deepen valuable client connections.

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A multi-generational approach to financial planning

‘Next generation clients require a lot of guidance in building up their success,' says director of financial planning.

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Snappy Kraken offers advisors marketing clarity with new solution

The fintech provider’s new tool is designed to help advisors identify high-impact marketing strategies and find more engaged prospects.

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Are advisor teams better than solo practices?

Joint research by Cerulli and Osaic shows growing momentum and bigger numbers behind teaming, though there are potential challenges.

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Want to build incredible teams? Give yourself, and your employees, personality tests

These tests allow leaders to analyze candidates and companies, and help identify people's superpowers.

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War for talent the next battleground

Market performance has hidden the fact organic growth has stalled, leaving top advisor talent at a premium.

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Tracking down the NextGen stars

InvestmentNews flies into the financial universe to find out what skills companies are looking for in young advisors and where they're finding them.

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How can advisors unlock relationships with high-growth client segments?

State Street survey of hybrid, millennial, Gen X and women investors offers cluse for advisors to seize opportunities.

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Cheating for CE credits is on the rise

A rash of cheating reported to Finra raises the question: Are continuing education requirements really that bad?

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How to handle the family home post-divorce

The family home is often the most valuable asset in a marriage and divorcing couples have many options to consider when dividing the home.

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Use tools to avoid hiring a team of mini-mes

A thriving organization, whether it’s a three-person team or large firm, is one made up with people who have complementary strengths and abilities.

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Schwab clients increased their SDBA balances in the first quarter

But what were their preferred investment options?

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Citi, HSBC, Barclays amp up back-to-office pressure

The banks are pushing more staff to report for in-person work as Finra shifts its rules around workplace monitoring.

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TCW, Clearnomics team up to arm advisors with insights

The first-of-its-kind partnership provides advisors with shareable research on public and private markets, economic trends, and more.

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The Externship adds bonus experience hours from CFP Board

The virtual training program’s enhanced credit, starting in summer 2024, helps lower a key barrier for aspiring CFP certificants.

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Behavioral finance could make for better high-net-worth relationships

Addressing cognitive biases and self-sabotaging tendencies is key to better advice, says Cerulli.

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Here’s why wealth managers like to hire ex-athletes

Athletes tend to be natural leaders and bring experience with high-stakes decision-making.

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Lead advisor key to Creative Planning model 

Drive for continuous improvement keeps firm at the front of the pack, says CEO Peter Mallouk.