Melissa Dincher tells InvestmentNews why career-changer advisors have an advantage in the industry and the misconceptions she had before switching careers from law.
“Advisors have become less reactionary and tried to be more proactive in terms of how they're building and managing portfolios,” said Chris Maxey, chief market strategist at Wealthspire.
As the number of UNHW families expands, more wealth managers are creating family offices to cater to their needs - and then some.
Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.
“Investors are more conditioned to these events than at any time in history,” said Tash Elwyn, president of Raymond James’s private client group.
“The wealth management industry needs these AI-driven solutions to help advisors better serve their clients,” said Raymond James Chief Executive Paul Shoukry.
Pathstone’s MD of wealth planning tells InvestmentNews why wealth can make family conflict harder to manage.
“Millennials stand at a critical financial crossroads,” said Gerald Grant III, a financial advisor at Equitable Advisors.
Bringing on new employees is a costly proposition. Financial advisors offer tips on how not to waste time and money on a bad hire.
In honor of March being Women's History Month, women advisors discuss how the 'Great Wealth Transfer' will impact the financial industry in the future.
Strategist argues that structure not stock picking may be the biggest driver of after-tax returns as advisors shift their focus from gross alpha to what clients actually keep.
Kansas family’s $21 million charitable fund dispute with Christian nonprofit underscores tensions between donor expectations and DAF sponsor authority.
While family leads among sources of money advice, survey respondents also expect to lean on professional planners more than banks or social media voices.
Wealth managers discuss why it is vital to include healthcare in a client's overall financial plan.
After an extremely competitive 2025, senior financial advice industry executives and headhunters think this year will also be a dogfight for the best advisors.
PwC’s Roland Kastoun tells InvestmentNews that rising AUM can mask weakening economics and argues that only firms focused on repeatable earnings, scale discipline and decisive strategy will thrive.
Nearly half of advisors’ clients who intend to pass on their assets plan share a portion of their wealth during their lifetimes, according to new research.
Fiduciary Trust International CEO Adam Spector details his plans for the century-old firm at the dawn of a new technology.
Foundation Source survey shows nearly all high-net-worth funders expect to maintain or boost their 2026 contributions, despite market and political uncertainty.
Spring is not only a good time to sell a home, but a business as well. Nevertheless, a sale takes years of planning and that's where an advisor can add value.
