'As we continue to mirror the beautiful mosaic of our country, our industry will be that much more impactful in changing lives,' advisor says.
Advisors say estate planning and tax planning are key areas of interest for such clients.
Founders say the Avise Financial platform puts ownership back in the hands of advisors.
Industry experts give their opinion on new 100%-remote studio solution that creates professional videos for advisors.
As the new year begins, it’s beneficial to challenge yourself – and your practice – and set strategic goals for the future.
'We're small business owners; we’re entrepreneurs,' advisor says. 'I don't know what that would look like if we're suddenly employees of a broker-dealer.'
As Envestnet searches for a new leader, it may also be exploring a sale of Yodlee, its data aggregator.
Why hedge fund managers, advisory firms and other financial services firms are basking in the sun in Miami.
Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.
Advisors say Gen Zers are more curious and interested in post-death plans than other generations
Stay on top of the industry with InvestmentNews’ Advisor Benchmarking Study.
This AI product doesn't want to take your job, and it might make it easier.
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
Increasing AUM, finding new clients and achieving scale are among the challenges they face this year.
The percentage of female fund managers around the globe has consistently hovered around 12% over the past two decades.
New York City advisor explains why he focused on millennial clients when ‘nobody else would invest in them.’
The stress and complexity of running a small business can take a toll on financial advisors.
With lots of new and existing regulations to deal with, as well as the challenges posed by AI, it's shaping up to be a strenuous year for compliance executives.
Meeting the needs of emerging Black investors can be accomplished through incremental changes to client council and outreach.
