The president of the firm's Private Client Group also discusses why advisors headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing ...

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, privacy, integrity, legality and providing accurate information.

Burnout, financial strain and boredom are the leading drivers pushing senior workers to stay in the workforce longer.

It apparently means a lot of different things to different people. Just ask Jim Murray, a founder of Townsgate Wealth ...

RBC's U.S. wealth management revenue rose in the bank's first quarter, driven by net asset inflows and appreciating markets.

Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry ...

A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI ...

Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other ...

Today's gig workers — an umbrella term covering freelancers, contractors, fractional and solo entrepreneurs — comprise a ...

Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, ...

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial ...