Most inherited wealth over the next decade is going to a new wealth manager and that's got next-gen advisors ready to show their skills.
Advisors with clients directly affected by the shutdown are fielding more client calls, while those unimpacted by it have yet to see significant concern.
CEOs prioritize AI and cybersecurity to build trust and long-term stability
Late sitters for the August final exam, which lets candidates select from three "specialized pathways," continued to show lower chances of success.
The longer the Washington shutdown extends, the higher the anxiety rises of financial advisors waiting to go independent.
Research highlights the importance of financial "dealmakers" in evaluating potential partners, and why compatible money attitudes could be key for couples navigating finances.
At the Women Advisors Summit in New York City, Stephanie Ackler addressed the tug of war between growth and burnout.
After serving as interim chief, the longtime FPA leader is officially stepping up amid a period of change for the association and the broader advisory profession.
It deepens the RIAs OCIO capabilities with research-driven approach and global expertise.
Partnership focuses on billion dollar-plus advisor teams weighing independence, offering tailored investment banking and consulting support for complex transitions.
Barkley Payne, CEO of the nonprofit organization Investing in Others, seeks to raise the profile of financial advisors who go the extra mile in charitable work.
Divorces after 50 are on the rise, putting wealth managers in the middle of some tense negotiations.
Under-equitizing G2 talent could lead to misalignments in PE-backed consolidation, says one M&A expert.
A pair of reports show how a desire to keep control within the family is driving more efforts at formal governance and preparing the next generation.
AlTi Tiedemann Global's Jill Shipley speaks with InvestmentNews.
Tensions over trade between the two superpowers is keeping wealth managers on their toes.
Technology, independence, and flexibility are all important RIA growth factors.
The fourth quarter is typically when advisors sit down with clients to discuss charitable donations and a whole lot more.
Report suggests just 5 hours of time reclaimed per week could be a game changer.
An open letter from the fintech to the 401(k) giant has sparked a fierce debate over how retirement savers ought to be able to engage third-party advisors.
