New leadership lines unify succession consulting, acquisitions and capital funding as advisor retirement wave nears.
More than 1,000 employees have signed a union-backed letter opposing the bank's new three-day office mandate.
New research reveals that more than half of Gen Z workers plan to change jobs before year-end, but what will that mean for wealth management firms?
“The creator opportunity is one where you can break away and have a point of view,” said LinkedIn’s Ellie Weed, at Future Proof.
A new Conference Board report maps out four possible futures for AI-driven labor disruption and the implications stretch well beyond Silicon Valley.
New AssetMark research shows AI has moved from experiment to expectation and firms that lag on capabilities risk losing advisors.
FTSE Russell’s third annual direct indexing survey report has been launched on the first day of the Future Proof Festival in Huntington Beach, Calif.
“Firms will need to evolve from using the technology to assist with tasks to using it to automate them,” said Lauren Wilkinson of Vanguard.
“It is harder than we think to make clients refer faster or more,” said Michael Kitces at Future Proof
PPLI offers tax-free growth for ultra-wealthy families, but advisors say estate planning expertise matters most
A Northern Trust survey of 300 global investment leaders reveals a sharp strategic pivot toward outsourcing, cost control, and AI adoption.
“Retirement is a highly emotional decision,” says Jason Henderson, head of financial advisor recruiting at Edward Jones.
Bloomberg Tax projects a 3.2% inflation adjustment for 2027, shifting key brackets and deductions financial advisors should flag now.
Ameriprise research finds most widowed Americans trust their own money management – but the data on financial isolation point to a clear advisory opportunity.
New SignatureFD unit pairs wealth planning with franchise expertise to serve business owners across the US
Tech leaders say advisors get the most value from workflow integration, not flashy new AI features, heading into 2027
Most high-net-worth investors keep the majority of their wealth away from their primary advisor, new research finds.
New data on the surviving spouse income gap signals a planning opportunity advisors can't afford to overlook.
Betterment's survey says 53% of Gen Z investors have considered switching advisors, and they expect more monthly communication with their financial advisor than clients from other generations.
Advisors say tenure matters less than judgment, communication and trust when handing off client relationships
