As the new White House administration impacts the market, Richard Saperstein believes liquidity management is critical.
'My clients are very accomplished – but they're also very intimidated by the financial world.'
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
Restrictive covenants and acrimonious litigation between firms and their former advisors undermines trust in the industry, argues CEO.
April remains Financial Literacy Month no matter the correction in stocks. Advisors discuss how financial education is vital, especially in preparation for times like these.
Wealth managers are fielding a surging number of calls, texts and emails from anxious clients. Here's how they are responding.
As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.
Financial advisors that rose from humble upbringings to run successful wealth management firms recount their stories.
Farhad Firoozi is the latest in a long line of senior executives Wells Fargo Advisors has hired from rivals.
Shifting regulations, higher client expectations, and navigating growth challenges are just some of the issues confronting independent advisors.
InvestmentNews checks in with some of our favorite wealth managers for firsthand lessons on the benefits of a financial education.
Clients who trust their advisors to always put their interests first are more likely to be loyal, according to research.
The online training program for aspiring financial planners, which has already helped 4,500 alumni, is entering its sixth year.
New research unpacks the top traits clients look for in an advisor, why some advice may leave people dissatisfied, and the factors that fuel trust.
Actively managed ETFs may offer an edge for advisors courting Gen X, millennial, and Gen Z investors, according to Capital Group.
Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.
Claims of merit miss the point, according Stoy Hall.
Eric Leeper of FP Transitions offers fresh perspective on M&A deals, why buyers are getting more discerning, and how would-be sellers can boost their practice value.
This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better way to scale and serve
The financial advice industry has waited for years to see if the wirehouse would embrace RIAs.
