Managing significant wealth across investments, taxes, estate planning, insurance and philanthropy can become complex 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, ...

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

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 ...

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, ...

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

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 ...

Every few years a piece of technology comes along that, at least according to its promoters, will eliminate the need for ...

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 ...