Quotient Wealth Partners' co-CEO speaks out on his RIA firm's pivot into private equity comp planning, how investments by Schwab and Morgan Stanley mark a turning point, and why advisors diving in should prepare to play the long game.
Outsourcers devote 63% of their time on client-facing activities and predominantly work with clients that have less than $2 million in investable assets, according to Cerulli.
Women in the US are facing greater financial and career pressures compared to their male peers, according to two new surveys.
Online survey finds donor-advised funds and charitable budgeting sparked greater giving to disaster relief and essential programs amid the federal government shutdown.
Wealth managers often have to create holistic financial plans without having all a client's assets under their management. This is how they do it.
A global poll finds most asset owners, managers foresee rises in sustainable asset allocations.
Household familiarity with investment products climbs to 85%, fueling new growth paths for managers.
Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families protect and transfer their wealth, says Gene Farrell, CEO of Vanilla.
The trick is to get affluent clients thinking beyond retirement income and wealth building, according to new research.
Leaders at Siebert Financial discuss how AI has supercharged marketing outcomes and compliance capacity – while still keeping humans in the loop.
Rafael Loureiro tells InvestmentNews that technology is democratizing estate planning.
The drop in Bitcoin prices over the past month has wealth managers answering client questions about their strategy for this risky asset.
Advisors speak out on how rapid growth in the RIA industry could be costing next-gen professionals, and ways for firms to nurture their younger talent.
The rally in aerospace and defense stocks is forcing wealth managers to decide whether they want to trim their exposures ahead of 2026.
Organizations and individuals who build inclusive cultures, adopt relational leadership models, and invest in training for emotional intelligence and collaboration will have a major advantage
Newly independent Intellebox.ai aims to unify client engagement, workflow automation, and compliance for advisory firms through artificial intelligence.
Ric Edelman’s new book "The Truth About College" arrives as US student debt tops $1.8 trillion, highlighting why advisors are increasingly guiding families on 529 plans and other strategic decisions around higher education.
New research points to the value of product education and specialist insight as advisors diversify further beyond mutual funds.
Advisors are expecting a big year for charitable giving after the stock market's phenomenal rise this year.
Brad Losson steps into key leadership role as Schwab emphasizes continuity and support for independent advisors.
