Pathstone’s MD of wealth planning tells InvestmentNews why wealth can make family conflict harder to manage.
“Millennials stand at a critical financial crossroads,” said Gerald Grant III, a financial advisor at Equitable Advisors.
Bringing on new employees is a costly proposition. Financial advisors offer tips on how not to waste time and money on a bad hire.
In honor of March being Women's History Month, women advisors discuss how the 'Great Wealth Transfer' will impact the financial industry in the future.
Strategist argues that structure not stock picking may be the biggest driver of after-tax returns as advisors shift their focus from gross alpha to what clients actually keep.
Kansas family’s $21 million charitable fund dispute with Christian nonprofit underscores tensions between donor expectations and DAF sponsor authority.
While family leads among sources of money advice, survey respondents also expect to lean on professional planners more than banks or social media voices.
Wealth managers discuss why it is vital to include healthcare in a client's overall financial plan.
After an extremely competitive 2025, senior financial advice industry executives and headhunters think this year will also be a dogfight for the best advisors.
PwC’s Roland Kastoun tells InvestmentNews that rising AUM can mask weakening economics and argues that only firms focused on repeatable earnings, scale discipline and decisive strategy will thrive.
Nearly half of advisors’ clients who intend to pass on their assets plan share a portion of their wealth during their lifetimes, according to new research.
Fiduciary Trust International CEO Adam Spector details his plans for the century-old firm at the dawn of a new technology.
Foundation Source survey shows nearly all high-net-worth funders expect to maintain or boost their 2026 contributions, despite market and political uncertainty.
Spring is not only a good time to sell a home, but a business as well. Nevertheless, a sale takes years of planning and that's where an advisor can add value.
FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.
“The acceleration of generative AI is foundational to how firms operate, compete, and serve clients,” said Germán Soto Sanchez, chief product and strategy officer at Broadridge Financial Solutions.
Every month, InvestmentNews produces a series of articles on a theme affecting financial professionals. All coverage through the month can be found here.
Quad-A CEO Sheena Gray says modernizing commission rules could give independent Black-owned firms more flexibility to hire, scale and serve underserved investors.
Americans on the East Coast are still digging out from the latest Winter storm, but financial advisors are already looking to Tax Day.
“If AI is to play a role in their business operations, advisors would do well to disclose where it is used," said John McKenna, senior analyst at Cerulli.
