A survey of 1,000 advised investors found half of those with at least $5 million in assets found their advisor without a referral.
Juliana Crist of Vestwell explains what advisors need to know about a landmark expansion of ABLE account eligibility.
InvestmentNews spoke with a top divorce lawyer to learn how wealth managers and attorneys can work in tandem to protect their clients when completing a prenup.
New research finds certified financial planners continue to outpace inflation in pay while reporting stronger career fulfillment and stability.
When geopolitical uncertainty or market volatility causes prospects to freeze with anxiety, wealth managers are forced to grow their businesses with their current client roster.
New research maps 1,632 MFOs across nine regions and documents a wave of deals reshaping the landscape.
While most women investors trust their advisors, new research points to “mansplaining” and other barriers that could undermine client relationships.
AlTi Tiedemann’s Kimberly Evans tells InvestmentNews that anxiety has led to a shift in thinking.
Capgemini report warns firms have lost substantial AUM to rivals as clients seek better products and personalization, suggesting change is required to stem attrition.
An extended summer vacation could offer clues as to whether a client is ready to retire for good.
Foundation for Financial Planning CEO tells InvestmentNews how the wirehouse’s wealth management division steps up to the plate for those in need.
The sale or transfer of a business requires years of advance preparation. Financial advisors offer tips for making sure business sellers stick the landing.
New Edward Jones-Gallup research also reaffirms the value that working with an advisor brings.
Military Appreciation month is coming to an end, but advisors refuse to stop helping America's heroes improve their financial futures.
The Milwaukee Bucks superstar, who expects to become a billionaire, says athletes should keep their financial advisors, lawyers, and agents independent from one another as wealth management firms increasingly target services to pro athletes.
A new survey finds nine in 10 advised investors would allocate to private markets on a strong recommendation – but most haven't had that talk yet.
Float mechanics, competing methodologies, and a flurry of rule rewrites mean passive investors face wildly unequal SpaceX exposure.
New BCG report finds AI and geopolitical fragmentation reshaping the wealth management industry at an accelerating pace
New CFA Institute survey finds confidence in landing a job has slipped, and fear of automation is growing.
Looking for a good business book for your trip to the beach, lake or pool? InvestmentNews asked some advisors for their recommendations
