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DAFgiving360 donors contribute over $6.6 billion to charities
PRACTICE MANAGEMENT JUL 23, 2024
DAFgiving360 donors contribute over $6.6 billion to charities

Schwab's charitable giving initiative marks 31% increase from 2023.

Being an emotional support advisor
RETIREMENT PLANNING JUL 22, 2024
Being an emotional support advisor

Having difficult conversations and being a "financial physician" with a good bedside manner can help win clients for life and encourage them to make good decisions.

How important is maintaining quality data?
PRACTICE MANAGEMENT JUL 22, 2024
How important is maintaining quality data?

Industry expert believes in-depth data reviews are vital to growing client base while advisor says certain data carries more weight.

Fading advisor loyalty means stakes are high
PRACTICE MANAGEMENT JUL 19, 2024
Fading advisor loyalty means stakes are high

With the number of wantaway advisors laid bare by J.D. Power survey, onus is on firms to offer stellar packages for top advisors.

Firm fueled by ‘Just One Client’ mantra
PRACTICE MANAGEMENT JUL 19, 2024
Firm fueled by ‘Just One Client’ mantra

Clients often leave a meeting feeling like their advisor is smart but that they haven't explained their investments very well, says Barry Glassman.

Despite geopolitical fears, it all starts with a plan
PRACTICE MANAGEMENT JUL 19, 2024
Despite geopolitical fears, it all starts with a plan

Eric Tepper, head of branch-based wealth at J.P. Morgan Wealth Management, says it’s vital to stay alert to economic challenges while still investing for the long term.

Plans, value props, and personas make the difference for top RIA firms
RIAS JUL 18, 2024
Plans, value props, and personas make the difference for top RIA firms

Firms that lead the pack in new clients and AUM growth are more likely to have clear marketing plans and directions, Schwab says.

"Leveling the playing field" for women divorcees
PRACTICE MANAGEMENT JUL 18, 2024
"Leveling the playing field" for women divorcees

‘Women are taking greater responsibility and becoming more informed,’ divorce-focused advisor says.

iCapital deepens Arax partnership with Ashton Thomas deal
ALTERNATIVES JUL 18, 2024
iCapital deepens Arax partnership with Ashton Thomas deal

The global fintech firm is helping more advisors and high-net-worth clients access opportunities in the alternative investment space.

Apex helps firms aim higher with new cloud-based platform
FINTECH JUL 17, 2024
Apex helps firms aim higher with new cloud-based platform

The fintech aims to help simplify operations and risk decisions with real-time data and intelligence hosted on the cloud.

Americans at risk of a probate sucker punch, warns Trust & Will
FINTECH JUL 17, 2024
Americans at risk of a probate sucker punch, warns Trust & Will

Polling by the digital planning platform found adults vastly underestimate the time, costs, and emotional toll of the estate settlement process.

CFP Board taps Rise's Terri Kallsen as chair-elect for 2025
PRACTICE MANAGEMENT JUL 17, 2024
CFP Board taps Rise's Terri Kallsen as chair-elect for 2025

Kallsen will assume the role from Elizabeth Miller, who’ll step up as chair of the board next year.

U.S. Bank seeks to narrow wealth gap, boost African-American finances
PRACTICE MANAGEMENT JUL 17, 2024
U.S. Bank seeks to narrow wealth gap, boost African-American finances

The key for financial advisors seeking to tap into the widely underserved black community is to be culturally sensitive.

InvestCloud forges partnership with Focus firm Buckingham
FINTECH JUL 17, 2024
InvestCloud forges partnership with Focus firm Buckingham

The global wealth tech provider is helping the $70B RIA firm boost its advisors’ efficiency through a multi-phase project.

Four ways to develop and retain relationship capital
OPINION JUL 16, 2024
Four ways to develop and retain relationship capital

Reap the benefits of paying careful attention to what's important to your clients.

Who are the wealth management industry’s rising stars?  
PRACTICE MANAGEMENT JUL 16, 2024
Who are the wealth management industry’s rising stars?  

InvestmentNews is searching for the country’s emerging young advisory talents.

LPL bolsters tech leadership with new CTO
FINTECH JUL 16, 2024
LPL bolsters tech leadership with new CTO

The firm welcomes a 25-year industry veteran with experience from Wells Fargo to shore up its infrastructure, operations, and risk platforms.

wealth.com strikes fintech partnership with Integrated Partners
FINTECH JUL 16, 2024
wealth.com strikes fintech partnership with Integrated Partners

The national RIA is teaming up with the estate tech firm to double down on its commitment to help financial-planning focused advisors.

How to implement a successful transition
OPINION JUL 15, 2024
How to implement a successful transition

Key things to consider when transitioning out of profession.

SMArtX update helps smooth out tax drag in SMAs
FINTECH JUL 15, 2024
SMArtX update helps smooth out tax drag in SMAs

The managed accounts tech firm’s new tool aims to help financial advisors reduce the tax impact of switching investment models.