Wealth managers explain how even the wealthiest of clients can be strapped for cash and how they work to avoid that from ever happening.
Morgan Stanley report says liquidity events and succession planning are reshaping operations.
Financial planning is highlighted with advisors showing clear benefit to client sentiment.
Research challenges long-held assumptions about active fund underperformance.
The executor of an estate plays a valuable role in not only overseeing a financial plan but also keeping peace in the family.
Survey shows employees favor advisors for complex decisions even as online tools gain traction.
Fitch Learning’s James Papadopoulos tells InvestmentNews how accessibility, AI, and communication gaps are reshaping trust, and what advisors must change to stay relevant.
With three-quarters of wealthy clients now favoring advisors who know philanthropy, a new study maps where the knowledge gaps – and the openings – actually lie.
A new survey finds CFP certificants lead the pack on earnings gains, client growth, and career satisfaction — but other designations are close behind.
Wealth managers explain why they appreciate the tax and wealth transfer benefits of real estate even in the face of a raging bull market.
Survey finds nearly half of parents house adult children as costs delay independence.
Wells Fargo Advisors’ advisory duo uses the generational divide to strengthen family wealth relationships.
In honor of May being Military Appreciation Month, InvestmentNews spoke with service members turned financial advisors to learn the most valuable skills they carried over from their time in uniform.
A new analysis shows how elite wealth cohorts vary widely across the 50 states.
A Morgan Stanley and MissionSquare veteran who joined CFP Board last year, Berkenpas becomes the first CFP professional to hold the organization's top operations post.
A new study shows financial advisors are using and reusing the same marketing terms, making differentiation harder for clients.
Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.
As trillions shift to younger investors and advisors retire, Perry tells InvestmentNews how education, technology and personalization can help firms adapt.
CFP Board and the Financial Services Institute each threw support behind the Labor Department's shift back to a two-factor "economic reality" test for determining worker status
College may be over after graduation, but student loans can stick around for a while. Wealth managers can educate clients and their kids about how to handle it.
