Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

Savvy Wealth CEO Ritik Malhotra explains how his company is helping advisors with automation, compliance and operational ...

Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech ...

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the ...

In a world where every dollar counts, knowing exactly where your money goes is essential. You trust a financial advisor to ...

Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the ...

Amid an industry shortage of talent, firm leaders shouldn’t ignore potential future advisors working just down the hall.

Wealth management teams can benefit when an adult child joins mom or pop, but there are challenges, too.

Mercer is expanding with new partners in Tennessee and Kentucky, while Sequoia lands its ninth acquisition since 2023.

UBS is tapping Solita Marcelli as the next head of global investment management for its global wealth management unit.