Wealth managers say more clients are transferring assets to their children during their lifetimes. Here are the best ways to do it.
Biennial research finds 81% of high-net-worth households gave to charity last year, with 93% believing they can make a difference in their communities.
Rather than product pushing and hard selling, the advisors of tomorrow must earn female clients' trust by opening relationships and collaborating to understand their vision.
Industry professionals report increased compensation.
As private market products surge, experts say standardization and strong partnerships will be crucial to sustainable AI adoption for advisors.
As health care costs rise, more wealth managers are speaking with clients about long term care options. Here's what they are saying.
Advisors are increasingly adding private market assets to client portfolios, yet liquidity concerns should not be underestimated.
Dave Abner, NTAM's head of global ETFs speaks with InvestmentNews.
Research reveals a quantum leap in AI's reasoning ability, renewing the debate around the value of human advisors.
Survey reveals adoption gaps and opportunities for financial advisors across channels
TIAA Wealth Management's head of wealth products sees more clients looking for a "one-stop shop" experience, making the ability to offer "liquidity without liquidation" a must for advisors.
The agreement gives Cetera advisors access to structured investment banking support as private business owners seek tailored strategies for successful exits.
From latchkey childhoods to looming retirements, Gen Xers reflect on costly financial lessons and urge younger Americans to avoid repeating their mistakes.
Envestnet's Erik Preus says advisors can stand out with after-tax performance insights.
New research tested four of the best known bots to find out how good they are
Wealth firm leaders weigh in on the "significant opportunity" for tax-deductible gifts before year-end, and what advisors should keep in mind during philanthropic conversations.
Relax advisors! AI can't do everything you do. Here's what advisors say cannot be replaced by AI.
With the case for female leadership in business getting stronger across the board, advisors must seize the opportunity to reframe their relevance and build human-centered practices.
This multi-part series unpacks Dr. Don Barden's research into the changing dynamics involving women in leadership, and what this means for the wealth management industry going forward.
The Wall Street giant launched new education initiatives around investment tax management and alts investing this week as it rewires its advisor pay grid.
