Clients aren’t searching for advisors the way they used to.

Philanthropy, once considered a peripheral topic in wealth management discussions, has emerged as a central pillar of ...

The competition for high-net-worth clients has never been more intense. Wirehouse breakaways, digital wealth platforms, ...

The 2026 TPI Study of the Philanthropic Conversation, conducted by The Philanthropic Initiative (TPI) and co-sponsored by DAFgiving360ä and Foundation Source, with support from the Boston Foundation, ...

We found that advisors share a lot of common views but may differ in various practices while working with clients on their retirement plans,” said Jacquinot. “This quarters ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

Advisor well-being peaks with about 40 to 100 clients, strong teams and a clear definition of “enough,” says new research from Kitces.com. In the latest version of its advisor wellness survey, the ...

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not ...

From eating at home to trimming impulse purchases, families are adjusting habits and staying disciplined to cope with rising ...

The earliest leaders of financial planning believed compensation structure matters to ensure objective advice that puts the ...

The long-standing practice of deleting client records after the SEC’s five-year mandate may be losing relevance as advisory ...