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Small RIAs delay succession planning during pandemic: DeVoe survey

Confidence has increased among respondents that the next generation can afford to buy firms

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Robertson Stephens names Raj Bhattacharyya CEO

He replaces Stuart Katz, who continues as the firm’s CIO

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Future of financial planning takes emphasis off the assets

Morningstar conference panel touts niche practices and the personal touch

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BlackRock’s Larry Fink worries about corporate culture while working from home

'I don't believe BlackRock will ever be 100% back in the office,' he said at the Morningstar virtual conference

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The latest in financial #AdviserTech — September 2020

We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!

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From shoulder pads to financial advisers — how the NFL Players Association protects its members from fraudsters

Roughly 2,000 NFL players need the extra layer of financial protection the union's adviser program provides

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Strengthen diversity and inclusion by adjusting the hiring process

During interviews, a candidate's true aptitude could be obscured by cultural differences or behavioral norms

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Citi hires Merrill exec to head wealth management

David Poole has led Merrill Edge and Merrill Guided Investing

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John Galloway to head Vanguard’s stewardship efforts

He succeeds veteran Glenn Booraem, who will continue to serve as a senior adviser for the group

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JPMorgan sees productivity decline for staff working from home

Employees' output was particularly affected on Mondays and Fridays, CEO Jamie Dimon told analysts in a private meeting

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